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 | $15,910 | $150,440-89.4% | $136,294-88.3% | $147,584-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.30% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $4,139 | $5,256-21.2% | $4,695-11.8% | $4,876-15.1% |
| Participant deferral / active EE | $9,797 | $6,630+47.8% | $6,247+56.8% | $5,439+80.1% |
| Admin fee / account holder | $43 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |