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 9-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 | $20,497 | $150,440-86.4% | $136,294-85.0% | $147,584-86.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.77% | 1049.08%-1026.3pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $5,348 | $5,256+1.7% | $4,695+13.9% | $4,876+9.7% |
| Participant deferral / active EE | $5,509 | $6,630-16.9% | $6,247-11.8% | $5,439+1.3% |
| Admin fee / account holder | $56 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |