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 9-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 | $11,460 | $115,770-90.1% | $101,248-88.7% | $158,922-92.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.49% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,732 | $4,175-58.5% | $3,660-52.7% | $4,761-63.6% |
| Participant deferral / active EE | $1,721 | $4,957-65.3% | $4,370-60.6% | $5,982-71.2% |
| Admin fee / account holder | $209 | $7,245-97.1% | $5,945-96.5% | $11,246-98.1% |