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 | $14,029 | $105,998-86.8% | $92,233-84.8% | $147,584-90.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.20% | 50.05%-37.8pp | 176.28%-164.1pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,254 | $4,333-1.8% | $3,679+15.6% | $4,876-12.8% |
| Participant deferral / active EE | $1,249 | $4,478-72.1% | $3,897-67.9% | $5,439-77.0% |
| Admin fee / account holder | $242 | $6,332-96.2% | $5,194-95.3% | $10,885-97.8% |