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 | $12,982 | $209,411-93.8% | $178,490-92.7% | $158,922-91.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.67% | 188.75%-162.1pp | 151.07%-124.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,198 | $5,706-61.5% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $7,324 | $5,954+23.0% | $5,202+40.8% | $5,982+22.4% |
| Admin fee / account holder | $286 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |