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 | $15,481 | $171,865-91.0% | $149,718-89.7% | $147,584-89.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.08% | 2113.22%-2087.1pp | 1501.63%-1475.6pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,677 | $6,275-73.3% | $5,445-69.2% | $4,876-65.6% |
| Participant deferral / active EE | $5,793 | $7,271-20.3% | $6,569-11.8% | $5,439+6.5% |
| Admin fee / account holder | $27 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |