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 | $19,298 | $171,865-88.8% | $149,718-87.1% | $147,584-86.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 16.92% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,261 | $6,275-64.0% | $5,445-58.5% | $4,876-53.6% |
| Participant deferral / active EE | $3,633 | $7,271-50.0% | $6,569-44.7% | $5,439-33.2% |
| Admin fee / account holder | $210 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |