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 | $10,627 | $99,020-89.3% | $86,590-87.7% | $147,584-92.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 43.96% | 1312.34%-1268.4pp | 964.84%-920.9pp | 578.55%-534.6pp |
| Employer contribution / active EE | $1,950 | $3,132-37.7% | $2,839-31.3% | $4,876-60.0% |
| Participant deferral / active EE | $4,875 | $3,972+22.7% | $3,609+35.1% | $5,439-10.4% |
| Admin fee / account holder | $55 | $5,710-99.0% | $4,906-98.9% | $10,885-99.5% |