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 | $13,670 | $165,335-91.7% | $149,696-90.9% | $158,922-91.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.78% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,258 | $5,103-75.3% | $4,644-72.9% | $4,761-73.6% |
| Participant deferral / active EE | $3,169 | $7,181-55.9% | $6,842-53.7% | $5,982-47.0% |
| Admin fee / account holder | $100 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |