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 | $21,675 | $150,440-85.6% | $136,294-84.1% | $147,584-85.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.77% | 1049.08%-1026.3pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $3,961 | $5,256-24.6% | $4,695-15.6% | $4,876-18.8% |
| Participant deferral / active EE | $8,138 | $6,630+22.7% | $6,247+30.3% | $5,439+49.6% |
| Admin fee / account holder | $132 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |