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 | $10,371 | $183,519-94.3% | $155,509-93.3% | $145,922-92.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.35% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,982 | $5,313-43.9% | $4,672-36.2% | $4,660-36.0% |
| Participant deferral / active EE | $5,308 | $6,462-17.9% | $5,626-5.6% | $6,688-20.6% |
| Admin fee / account holder | $233 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |