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 | $18,891 | $217,402-91.3% | $185,823-89.8% | $167,490-88.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30440.00% | 148.36%+30291.6pp | 122.05%+30317.9pp | 478.56%+29961.4pp |
| Employer contribution / active EE | $4,433 | $5,873-24.5% | $5,167-14.2% | $4,837-8.4% |
| Participant deferral / active EE | $13,695 | $6,356+115.5% | $5,568+146.0% | $6,341+116.0% |
| Admin fee / account holder | $64 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |