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 | $11,633 | $150,440-92.3% | $136,294-91.5% | $147,584-92.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 168.34% | 1049.08%-880.7pp | 5155.94%-4987.6pp | 578.55%-410.2pp |
| Employer contribution / active EE | $1,819 | $5,256-65.4% | $4,695-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $3,693 | $6,630-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $94 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |