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 | $11,327 | $98,240-88.5% | $82,313-86.2% | $147,584-92.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.68% | 30.85%-9.2pp | 25.88%-4.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,107 | $3,192-65.3% | $2,428-54.4% | $4,876-77.3% |
| Participant deferral / active EE | $3,211 | $4,383-26.8% | $3,706-13.4% | $5,439-41.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |