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 | $9,615 | $155,788-93.8% | $124,672-92.3% | $167,490-94.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.98% | 17.97%-7.0pp | 5142.93%-5131.9pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,285 | $4,163-21.1% | $3,324-1.1% | $4,837-32.1% |
| Participant deferral / active EE | $3,464 | $5,673-38.9% | $4,614-24.9% | $6,341-45.4% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |