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 | $19,215 | $171,865-88.8% | $149,718-87.2% | $147,584-87.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.95% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,689 | $6,275-57.2% | $5,445-50.6% | $4,876-44.9% |
| Participant deferral / active EE | $2,984 | $7,271-59.0% | $6,569-54.6% | $5,439-45.1% |
| Admin fee / account holder | $257 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |