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 | $17,085 | $209,411-91.8% | $178,490-90.4% | $158,922-89.2% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 23.33% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,400 | $5,706-75.5% | $5,011-72.1% | $4,761-70.6% |
| Participant deferral / active EE | $3,124 | $5,954-47.5% | $5,202-39.9% | $5,982-47.8% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |