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 | $13,018 | $150,440-91.3% | $136,294-90.4% | $147,584-91.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 25.46% | 1049.08%-1023.6pp | 5155.94%-5130.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,420 | $5,256-54.0% | $4,695-48.5% | $4,876-50.4% |
| Participant deferral / active EE | $3,546 | $6,630-46.5% | $6,247-43.2% | $5,439-34.8% |
| Admin fee / account holder | $97 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |