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 | $20,383 | $150,440-86.5% | $136,294-85.0% | $147,584-86.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.65% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,599 | $5,256-69.6% | $4,695-66.0% | $4,876-67.2% |
| Participant deferral / active EE | $2,144 | $6,630-67.7% | $6,247-65.7% | $5,439-60.6% |
| Admin fee / account holder | $74 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |