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 | $11,232 | $93,571-88.0% | $135,903-91.7% | $75,163-85.1% |
| Participation rate | 98.9% | 75.2%+23.8pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 25.35% | 30.90%-5.5pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $3,999 | $3,537+13.1% | $4,856-17.6% | $2,670+49.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $83 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |