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 | $33,889 | $197,591-82.8% | $177,821-80.9% | $158,922-78.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.97% | 58.76%-35.8pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,321 | $6,697-65.3% | $5,918-60.8% | $4,761-51.3% |
| Participant deferral / active EE | $4,033 | $8,405-52.0% | $7,714-47.7% | $5,982-32.6% |
| Admin fee / account holder | $78 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |