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 | $19,268 | $202,318-90.5% | $172,739-88.8% | $152,861-87.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 28.98% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $4,492 | $5,856-23.3% | $5,143-12.6% | $4,762-5.7% |
| Participant deferral / active EE | $4,108 | $5,948-30.9% | $5,198-21.0% | $5,850-29.8% |
| Admin fee / account holder | $42 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |