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 | $12,155 | $98,240-87.6% | $82,313-85.2% | $147,584-91.8% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 24.16% | 30.85%-6.7pp | 25.88%-1.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,321 | $3,192-58.6% | $2,428-45.6% | $4,876-72.9% |
| Participant deferral / active EE | $2,215 | $4,383-49.5% | $3,706-40.2% | $5,439-59.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |