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 | $12,003 | $96,484-87.6% | $75,886-84.2% | $152,861-92.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.57% | 33.98%-10.4pp | 30.76%-7.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,859 | $3,309-13.6% | $2,500+14.3% | $4,762-40.0% |
| Participant deferral / active EE | $3,504 | $4,553-23.0% | $3,603-2.8% | $5,850-40.1% |
| Admin fee / account holder | $36 | $8,078-99.6% | $5,418-99.3% | $11,596-99.7% |