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 | $14,251 | $150,440-90.5% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 27.96% | 1049.08%-1021.1pp | 5155.94%-5128.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,574 | $5,256-51.0% | $4,695-45.2% | $4,876-47.2% |
| Participant deferral / active EE | $3,329 | $6,630-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |