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 | $29,182 | $202,318-85.6% | $172,739-83.1% | $152,861-80.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.35% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,659 | $5,856-71.7% | $5,143-67.7% | $4,762-65.2% |
| Participant deferral / active EE | $4,789 | $5,948-19.5% | $5,198-7.9% | $5,850-18.1% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |