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 | $12,808 | $171,865-92.5% | $149,718-91.4% | $147,584-91.3% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 211.33% | 2113.22%-1901.9pp | 1501.63%-1290.3pp | 578.55%-367.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,527 | $7,271-51.5% | $6,569-46.3% | $5,439-35.1% |
| Admin fee / account holder | $196 | $13,799-98.6% | $11,283-98.3% | $10,885-98.2% |