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 | $18,086 | $217,402-91.7% | $185,823-90.3% | $167,490-89.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.28% | 148.36%-129.1pp | 122.05%-102.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $10,708 | $5,873+82.3% | $5,167+107.2% | $4,837+121.4% |
| Participant deferral / active EE | $2,604 | $6,356-59.0% | $5,568-53.2% | $6,341-58.9% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |