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 | $12,787 | $85,766-85.1% | $136,294-90.6% | $70,131-81.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.79% | 31.45%-15.7pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,293 | $2,966+44.7% | $4,695-8.6% | $2,342+83.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $120 | $5,420-97.8% | $9,243-98.7% | $4,645-97.4% |