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 | $17,125 | $99,652-82.8% | $78,778-78.3% | $147,584-88.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.91% | 47.28%-30.4pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,894 | $2,796-32.3% | $1,986-4.6% | $4,876-61.2% |
| Participant deferral / active EE | $5,867 | $3,664+60.1% | $2,958+98.3% | $5,439+7.9% |
| Admin fee / account holder | $254 | $7,155-96.4% | $5,134-95.0% | $10,885-97.7% |