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 | $14,319 | $165,335-91.3% | $149,696-90.4% | $158,922-91.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 26.14% | 348.15%-322.0pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,128 | $5,103-58.3% | $4,644-54.2% | $4,761-55.3% |
| Participant deferral / active EE | $3,848 | $7,181-46.4% | $6,842-43.8% | $5,982-35.7% |
| Admin fee / account holder | $268 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |