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 5-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 | $10,781 | $105,998-89.8% | $92,233-88.3% | $147,584-92.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.97% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,834 | $4,333-34.6% | $3,679-23.0% | $4,876-41.9% |
| Participant deferral / active EE | $4,500 | $4,478+0.5% | $3,897+15.5% | $5,439-17.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |