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 | $18,294 | $198,466-90.8% | $170,442-89.3% | $147,584-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.85% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,754 | $6,184-71.6% | $5,433-67.7% | $4,876-64.0% |
| Participant deferral / active EE | $6,845 | $5,629+21.6% | $4,939+38.6% | $5,439+25.9% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |