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 | $22,040 | $171,865-87.2% | $149,718-85.3% | $147,584-85.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.75% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,534 | $6,275-59.6% | $5,445-53.5% | $4,876-48.0% |
| Participant deferral / active EE | $7,893 | $7,271+8.6% | $6,569+20.2% | $5,439+45.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |