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 | $30,216 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.28% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,965 | $6,275-68.7% | $5,445-63.9% | $4,876-59.7% |
| Participant deferral / active EE | $3,106 | $7,271-57.3% | $6,569-52.7% | $5,439-42.9% |
| Admin fee / account holder | $156 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |