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 | $16,250 | $202,318-92.0% | $172,739-90.6% | $152,861-89.4% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 30.82% | 1029.65%-998.8pp | 802.84%-772.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,654 | $5,856-71.8% | $5,143-67.8% | $4,762-65.3% |
| Participant deferral / active EE | $3,650 | $5,948-38.6% | $5,198-29.8% | $5,850-37.6% |
| Admin fee / account holder | $37 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |