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 | $10,533 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.57% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,784 | $4,961-43.9% | $4,693-40.7% | $4,299-35.2% |
| Participant deferral / active EE | $4,768 | $8,310-42.6% | $7,997-40.4% | $6,507-26.7% |
| Admin fee / account holder | $97 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |