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 | $13,298 | $105,998-87.5% | $92,233-85.6% | $147,584-91.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 85.02% | 50.05%+35.0pp | 176.28%-91.3pp | 578.55%-493.5pp |
| Employer contribution / active EE | $1,877 | $4,333-56.7% | $3,679-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,731 | $4,478+5.7% | $3,897+21.4% | $5,439-13.0% |
| Admin fee / account holder | $91 | $6,332-98.6% | $5,194-98.2% | $10,885-99.2% |