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 | $14,710 | $150,440-90.2% | $136,294-89.2% | $147,584-90.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 21.73% | 1049.08%-1027.4pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,223 | $5,256-76.7% | $4,695-73.9% | $4,876-74.9% |
| Participant deferral / active EE | $2,373 | $6,630-64.2% | $6,247-62.0% | $5,439-56.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |