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 | $23,771 | $168,632-85.9% | $147,614-83.9% | $125,391-81.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 22.58% | 77.65%-55.1pp | 61.98%-39.4pp | 282.22%-259.6pp |
| Employer contribution / active EE | $5,725 | $6,252-8.4% | $5,564+2.9% | $4,866+17.7% |
| Participant deferral / active EE | $9,552 | $5,507+73.4% | $4,895+95.1% | $5,352+78.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |