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 | $27,075 | $171,865-84.2% | $149,718-81.9% | $147,584-81.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 31.39% | 2113.22%-2081.8pp | 1501.63%-1470.2pp | 578.55%-547.2pp |
| Employer contribution / active EE | $1,398 | $6,275-77.7% | $5,445-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $7,702 | $7,271+5.9% | $6,569+17.3% | $5,439+41.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |