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 | $22,788 | $217,402-89.5% | $185,823-87.7% | $167,490-86.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 47.86% | 148.36%-100.5pp | 122.05%-74.2pp | 478.56%-430.7pp |
| Employer contribution / active EE | $7,665 | $5,873+30.5% | $5,167+48.3% | $4,837+58.5% |
| Participant deferral / active EE | $4,216 | $6,356-33.7% | $5,568-24.3% | $6,341-33.5% |
| Admin fee / account holder | $105 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |