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 | $22,720 | $171,865-86.8% | $149,718-84.8% | $147,584-84.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 17.37% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,711 | $6,275-72.7% | $5,445-68.6% | $4,876-64.9% |
| Participant deferral / active EE | $8,059 | $7,271+10.8% | $6,569+22.7% | $5,439+48.2% |
| Admin fee / account holder | $7 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |