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 | $11,243 | $91,037-87.7% | $71,671-84.3% | $147,584-92.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 27.72% | 20.48%+7.2pp | 20.65%+7.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,116 | $3,327-66.5% | $2,460-54.6% | $4,876-77.1% |
| Participant deferral / active EE | $4,039 | $4,498-10.2% | $3,438+17.5% | $5,439-25.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |