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 | $16,163 | $82,630-80.4% | $64,105-74.8% | $125,391-87.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.45% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,113 | $2,671-20.9% | $1,820+16.1% | $4,866-56.6% |
| Participant deferral / active EE | $6,632 | $3,608+83.8% | $2,822+135.0% | $5,352+23.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |