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 | $19,166 | $150,440-87.3% | $136,294-85.9% | $147,584-87.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.38% | 1049.08%-1020.7pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $6,673 | $5,256+27.0% | $4,695+42.1% | $4,876+36.9% |
| Participant deferral / active EE | $7,240 | $6,630+9.2% | $6,247+15.9% | $5,439+33.1% |
| Admin fee / account holder | $61 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |