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 7-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 | $20,163 | $150,440-86.6% | $136,294-85.2% | $147,584-86.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.49% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $948 | $5,256-82.0% | $4,695-79.8% | $4,876-80.6% |
| Participant deferral / active EE | $2,581 | $6,630-61.1% | $6,247-58.7% | $5,439-52.5% |
| Admin fee / account holder | $7 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |