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 | $6,795 | $180,449-96.2% | $154,107-95.6% | $135,375-95.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 17.24% | 888.09%-870.9pp | 735.12%-717.9pp | 519.73%-502.5pp |
| Employer contribution / active EE | $3,305 | $6,035-45.2% | $5,298-37.6% | $4,779-30.8% |
| Participant deferral / active EE | $7,785 | $5,806+34.1% | $5,081+53.2% | $5,609+38.8% |
| Admin fee / account holder | $4 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |