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 | $22,168 | $150,440-85.3% | $136,294-83.7% | $147,584-85.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 28.91% | 1049.08%-1020.2pp | 5155.94%-5127.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $2,969 | $5,256-43.5% | $4,695-36.8% | $4,876-39.1% |
| Participant deferral / active EE | $6,782 | $6,630+2.3% | $6,247+8.6% | $5,439+24.7% |
| Admin fee / account holder | $56 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |