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 | $15,679 | $198,466-92.1% | $170,442-90.8% | $147,584-89.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.28% | 257.29%-237.0pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $7,950 | $6,184+28.6% | $5,433+46.3% | $4,876+63.0% |
| Participant deferral / active EE | $2,265 | $5,629-59.8% | $4,939-54.2% | $5,439-58.4% |
| Admin fee / account holder | $161 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |