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 | $18,129 | $165,984-89.1% | $164,813-89.0% | $145,922-87.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.75% | 100.03%-80.3pp | 69.93%-50.2pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,647 | $5,273-49.8% | $4,341-39.0% | $4,660-43.2% |
| Participant deferral / active EE | $2,348 | $6,959-66.3% | $6,031-61.1% | $6,688-64.9% |
| Admin fee / account holder | $95 | $16,648-99.4% | $12,690-99.2% | $13,397-99.3% |