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 | $17,345 | $176,377-90.2% | $134,143-87.1% | $158,922-89.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.96% | 63.63%-50.7pp | 36.33%-23.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,373 | $5,040-72.8% | $3,704-62.9% | $4,761-71.2% |
| Participant deferral / active EE | $2,947 | $4,091-28.0% | $3,499-15.8% | $5,982-50.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |