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 | $12,608 | $150,440-91.6% | $136,294-90.7% | $147,584-91.5% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 73.35% | 1049.08%-975.7pp | 5155.94%-5082.6pp | 578.55%-505.2pp |
| Employer contribution / active EE | $3,730 | $5,256-29.0% | $4,695-20.6% | $4,876-23.5% |
| Participant deferral / active EE | $4,756 | $6,630-28.3% | $6,247-23.9% | $5,439-12.6% |
| Admin fee / account holder | $108 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |