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 | $9,281 | $144,119-93.6% | $117,854-92.1% | $147,584-93.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.93% | 531.15%-517.2pp | 335.08%-321.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,696 | $4,896-65.4% | $3,786-55.2% | $4,876-65.2% |
| Participant deferral / active EE | $3,970 | $5,316-25.3% | $4,482-11.4% | $5,439-27.0% |
| Admin fee / account holder | $109 | $10,886-99.0% | $8,020-98.6% | $10,885-99.0% |