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 | $14,871 | $157,256-90.5% | $141,162-89.5% | $152,861-90.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.61% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,280 | $5,261-18.6% | $4,735-9.6% | $4,762-10.1% |
| Participant deferral / active EE | $4,097 | $7,109-42.4% | $6,709-38.9% | $5,850-30.0% |
| Admin fee / account holder | $183 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |