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 | $11,747 | $124,281-90.5% | $109,143-89.2% | $167,490-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.03% | 26.04%-4.0pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $2,143 | $4,207-49.1% | $3,722-42.4% | $4,837-55.7% |
| Participant deferral / active EE | $2,593 | $5,255-50.7% | $4,653-44.3% | $6,341-59.1% |
| Admin fee / account holder | $63 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |