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 | $17,468 | $99,652-82.5% | $78,778-77.8% | $147,584-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.53% | 47.28%-34.7pp | 35.62%-23.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,019 | $2,796-63.6% | $1,986-48.7% | $4,876-79.1% |
| Participant deferral / active EE | $3,000 | $3,664-18.1% | $2,958+1.4% | $5,439-44.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |