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 | $10,775 | $104,486-89.7% | $76,817-86.0% | $152,861-93.0% |
| Participation rate | 84.6% | 76.6%+8.0pp | 72.1%+12.5pp | 82.4%+2.2pp |
| Annual return | 22.76% | 1013.37%-990.6pp | 1166.11%-1143.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,081 | $3,116-65.3% | $2,302-53.0% | $4,762-77.3% |
| Participant deferral / active EE | $1,922 | $4,236-54.6% | $3,336-42.4% | $5,850-67.1% |
| Admin fee / account holder | $22 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |