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 | $23,611 | $150,440-84.3% | $136,294-82.7% | $147,584-84.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.59% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,946 | $5,256-44.0% | $4,695-37.3% | $4,876-39.6% |
| Participant deferral / active EE | $7,975 | $6,630+20.3% | $6,247+27.7% | $5,439+46.6% |
| Admin fee / account holder | $15 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |