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 | $18,824 | $103,376-81.8% | $87,100-78.4% | $152,861-87.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.06% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,500 | $3,220-22.4% | $2,521-0.8% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $24 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |