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 | $20,629 | $209,411-90.1% | $178,490-88.4% | $158,922-87.0% |
| Participation rate | 91.3% | 86.3%+5.0pp | 81.9%+9.4pp | 82.0%+9.3pp |
| Annual return | 25.94% | 188.75%-162.8pp | 151.07%-125.1pp | 302.83%-276.9pp |
| Employer contribution / active EE | $2,416 | $5,706-57.7% | $5,011-51.8% | $4,761-49.3% |
| Participant deferral / active EE | $2,398 | $5,954-59.7% | $5,202-53.9% | $5,982-59.9% |
| Admin fee / account holder | $219 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |