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 | $30,899 | $197,591-84.4% | $177,821-82.6% | $158,922-80.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.04% | 58.76%-32.7pp | 48.32%-22.3pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,580 | $6,697-61.5% | $5,918-56.4% | $4,761-45.8% |
| Participant deferral / active EE | $5,678 | $8,405-32.4% | $7,714-26.4% | $5,982-5.1% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |