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 | $15,126 | $98,750-84.7% | $149,696-89.9% | $79,858-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 33.33% | 27.43%+5.9pp | 276.60%-243.3pp | 31.71%+1.6pp |
| Employer contribution / active EE | $4,248 | $3,216+32.1% | $4,644-8.5% | $2,471+71.9% |
| Participant deferral / active EE | $2,530 | $5,680-55.5% | $6,842-63.0% | $3,740-32.3% |
| Admin fee / account holder | $129 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |