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 | $20,244 | $226,064-91.0% | $182,532-88.9% | $152,861-86.8% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 25.99% | 192.51%-166.5pp | 148.54%-122.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,186 | $4,978-76.2% | $4,076-70.9% | $4,762-75.1% |
| Participant deferral / active EE | $7,557 | $6,368+18.7% | $5,524+36.8% | $5,850+29.2% |
| Admin fee / account holder | $123 | $10,703-98.9% | $8,592-98.6% | $11,596-98.9% |