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 | $27,788 | $171,865-83.8% | $149,718-81.4% | $147,584-81.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.02% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,533 | $6,275-75.6% | $5,445-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $7,215 | $7,271-0.8% | $6,569+9.8% | $5,439+32.7% |
| Admin fee / account holder | $273 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |