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 | $15,106 | $198,466-92.4% | $170,442-91.1% | $147,584-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.74% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,908 | $6,184-53.0% | $5,433-46.5% | $4,876-40.4% |
| Participant deferral / active EE | $6,122 | $5,629+8.7% | $4,939+23.9% | $5,439+12.6% |
| Admin fee / account holder | $135 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |