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 | $14,231 | $107,934-86.8% | $91,989-84.5% | $152,861-90.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 233.72% | 89.24%+144.5pp | 69.02%+164.7pp | 345.32%-111.6pp |
| Employer contribution / active EE | $1,195 | $4,210-71.6% | $3,452-65.4% | $4,762-74.9% |
| Participant deferral / active EE | $4,328 | $6,364-32.0% | $5,923-26.9% | $5,850-26.0% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |