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 | $26,990 | $202,318-86.7% | $172,739-84.4% | $152,861-82.3% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 27.11% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $7,891 | $5,856+34.8% | $5,143+53.4% | $4,762+65.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |