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 | $18,867 | $124,319-84.8% | $111,297-83.0% | $167,490-88.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.57% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $900 | $3,435-73.8% | $2,731-67.1% | $4,837-81.4% |
| Participant deferral / active EE | $2,815 | $5,180-45.7% | $4,487-37.3% | $6,341-55.6% |
| Admin fee / account holder | $272 | $10,618-97.4% | $7,964-96.6% | $12,309-97.8% |