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 | $15,348 | $198,466-92.3% | $170,442-91.0% | $147,584-89.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 38.91% | 257.29%-218.4pp | 205.93%-167.0pp | 578.55%-539.6pp |
| Employer contribution / active EE | $1,823 | $6,184-70.5% | $5,433-66.4% | $4,876-62.6% |
| Participant deferral / active EE | $7,271 | $5,629+29.2% | $4,939+47.2% | $5,439+33.7% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |