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 | $17,738 | $144,119-87.7% | $117,854-84.9% | $147,584-88.0% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 31.38% | 531.15%-499.8pp | 335.08%-303.7pp | 578.55%-547.2pp |
| Employer contribution / active EE | $2,332 | $4,896-52.4% | $3,786-38.4% | $4,876-52.2% |
| Participant deferral / active EE | $2,822 | $5,316-46.9% | $4,482-37.0% | $5,439-48.1% |
| Admin fee / account holder | $117 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |