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 | $17,067 | $157,256-89.1% | $141,162-87.9% | $152,861-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.43% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,094 | $5,261-60.2% | $4,735-55.8% | $4,762-56.0% |
| Participant deferral / active EE | $3,504 | $7,109-50.7% | $6,709-47.8% | $5,850-40.1% |
| Admin fee / account holder | $94 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |