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 | $16,787 | $150,440-88.8% | $136,294-87.7% | $147,584-88.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.22% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,380 | $5,256-35.7% | $4,695-28.0% | $4,876-30.7% |
| Participant deferral / active EE | $7,564 | $6,630+14.1% | $6,247+21.1% | $5,439+39.1% |
| Admin fee / account holder | $119 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |