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 | $13,475 | $77,145-82.5% | $108,410-87.6% | $85,850-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.47% | 44.54%-26.1pp | 905.27%-886.8pp | 318.53%-300.1pp |
| Employer contribution / active EE | $723 | $2,379-69.6% | $3,558-79.7% | $2,565-71.8% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $5,172-99.8% | $7,295-99.9% | $6,260-99.8% |