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 | $13,135 | $99,652-86.8% | $78,778-83.3% | $147,584-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.87% | 47.28%-26.4pp | 35.62%-14.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,164 | $2,796-58.4% | $1,986-41.4% | $4,876-76.1% |
| Participant deferral / active EE | $2,281 | $3,664-37.7% | $2,958-22.9% | $5,439-58.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |