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 | $32,868 | $171,865-80.9% | $149,718-78.0% | $147,584-77.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.43% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,072 | $6,275-67.0% | $5,445-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $4,166 | $7,271-42.7% | $6,569-36.6% | $5,439-23.4% |
| Admin fee / account holder | $176 | $13,799-98.7% | $11,283-98.4% | $10,885-98.4% |