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 | $27,302 | $209,832-87.0% | $189,513-85.6% | $167,490-83.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 16.04% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,444 | $6,914-35.7% | $6,162-27.9% | $4,837-8.1% |
| Participant deferral / active EE | $4,444 | $8,935-50.3% | $8,221-45.9% | $6,341-29.9% |
| Admin fee / account holder | $14 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |