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 | $22,880 | $150,440-84.8% | $136,294-83.2% | $147,584-84.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.77% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $13,336 | $5,256+153.7% | $4,695+184.0% | $4,876+173.5% |
| Participant deferral / active EE | $7,206 | $6,630+8.7% | $6,247+15.4% | $5,439+32.5% |
| Admin fee / account holder | $96 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |