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 | $28,763 | $171,865-83.3% | $149,718-80.8% | $147,584-80.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 30.66% | 2113.22%-2082.6pp | 1501.63%-1471.0pp | 578.55%-547.9pp |
| Employer contribution / active EE | $2,785 | $6,275-55.6% | $5,445-48.9% | $4,876-42.9% |
| Participant deferral / active EE | $7,217 | $7,271-0.7% | $6,569+9.9% | $5,439+32.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |