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 | $22,856 | $202,318-88.7% | $172,739-86.8% | $152,861-85.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,960 | $5,856-66.5% | $5,143-61.9% | $4,762-58.8% |
| Participant deferral / active EE | $3,700 | $5,948-37.8% | $5,198-28.8% | $5,850-36.8% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |