See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,175 | $198,466-89.8% | $170,442-88.2% | $147,584-86.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 18.52% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,743 | $6,184-71.8% | $5,433-67.9% | $4,876-64.3% |
| Participant deferral / active EE | $4,101 | $5,629-27.1% | $4,939-17.0% | $5,439-24.6% |
| Admin fee / account holder | $254 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |