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 | $15,635 | $150,440-89.6% | $136,294-88.5% | $147,584-89.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 27.69% | 1049.08%-1021.4pp | 5155.94%-5128.2pp | 578.55%-550.9pp |
| Employer contribution / active EE | $1,582 | $5,256-69.9% | $4,695-66.3% | $4,876-67.6% |
| Participant deferral / active EE | $4,534 | $6,630-31.6% | $6,247-27.4% | $5,439-16.6% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |