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 5-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 | $18,149 | $167,484-89.2% | $151,611-88.0% | $134,475-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1985.02% | 7.80%+1977.2pp | 3.33%+1981.7pp | 417.96%+1567.1pp |
| Employer contribution / active EE | $3,104 | $6,829-54.6% | $6,166-49.7% | $4,740-34.5% |
| Participant deferral / active EE | $8,505 | $8,986-5.4% | $8,363+1.7% | $6,400+32.9% |
| Admin fee / account holder | $47 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |