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 | $27,410 | $202,318-86.5% | $172,739-84.1% | $152,861-82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.86% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,516 | $5,856-22.9% | $5,143-12.2% | $4,762-5.2% |
| Participant deferral / active EE | $3,034 | $5,948-49.0% | $5,198-41.6% | $5,850-48.1% |
| Admin fee / account holder | $33 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |