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 9-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 | $18,441 | $150,440-87.7% | $136,294-86.5% | $147,584-87.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 25.25% | 1049.08%-1023.8pp | 5155.94%-5130.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $2,545 | $5,256-51.6% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $5,570 | $6,630-16.0% | $6,247-10.8% | $5,439+2.4% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |