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 | $13,532 | $171,865-92.1% | $149,718-91.0% | $147,584-90.8% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 40.60% | 2113.22%-2072.6pp | 1501.63%-1461.0pp | 578.55%-537.9pp |
| Employer contribution / active EE | $2,279 | $6,275-63.7% | $5,445-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $3,480 | $7,271-52.1% | $6,569-47.0% | $5,439-36.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |