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 | $21,633 | $157,256-86.2% | $141,162-84.7% | $152,861-85.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.64% | 64.32%-33.7pp | 71.39%-40.7pp | 345.32%-314.7pp |
| Employer contribution / active EE | $3,389 | $5,261-35.6% | $4,735-28.4% | $4,762-28.8% |
| Participant deferral / active EE | $5,635 | $7,109-20.7% | $6,709-16.0% | $5,850-3.7% |
| Admin fee / account holder | $101 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |