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 | $10,614 | $84,695-87.5% | $73,843-85.6% | $125,391-91.5% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | 110.34% | 3123.53%-3013.2pp | 2267.84%-2157.5pp | 282.22%-171.9pp |
| Employer contribution / active EE | $1,246 | $3,123-60.1% | $2,787-55.3% | $4,866-74.4% |
| Participant deferral / active EE | $1,530 | $3,992-61.7% | $3,583-57.3% | $5,352-71.4% |
| Admin fee / account holder | $96 | $5,691-98.3% | $4,880-98.0% | $9,540-99.0% |