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 | $28,546 | $171,865-83.4% | $149,718-80.9% | $147,584-80.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.95% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,795 | $6,275-71.4% | $5,445-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $6,614 | $7,271-9.0% | $6,569+0.7% | $5,439+21.6% |
| Admin fee / account holder | $107 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |