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 | $12,026 | $202,432-94.1% | $169,368-92.9% | $139,434-91.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.01% | 531.74%-507.7pp | 405.60%-381.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,665 | $4,692-64.5% | $4,013-58.5% | $4,751-65.0% |
| Participant deferral / active EE | $1,955 | $6,938-71.8% | $6,221-68.6% | $6,710-70.9% |
| Admin fee / account holder | $24 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |