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 | $14,738 | $217,402-93.2% | $185,823-92.1% | $167,490-91.2% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 31.63% | 148.36%-116.7pp | 122.05%-90.4pp | 478.56%-446.9pp |
| Employer contribution / active EE | $1,252 | $5,873-78.7% | $5,167-75.8% | $4,837-74.1% |
| Participant deferral / active EE | $5,281 | $6,356-16.9% | $5,568-5.1% | $6,341-16.7% |
| Admin fee / account holder | $169 | $19,811-99.1% | $16,237-99.0% | $12,309-98.6% |