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 | $21,752 | $202,318-89.2% | $172,739-87.4% | $152,861-85.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.07% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,493 | $5,856-40.4% | $5,143-32.1% | $4,762-26.7% |
| Participant deferral / active EE | $21,067 | $5,948+254.2% | $5,198+305.3% | $5,850+260.1% |
| Admin fee / account holder | $37 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |