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 | $19,507 | $165,335-88.2% | $149,696-87.0% | $158,922-87.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 106.72% | 348.15%-241.4pp | 276.60%-169.9pp | 302.83%-196.1pp |
| Employer contribution / active EE | $1,739 | $5,103-65.9% | $4,644-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $2,676 | $7,181-62.7% | $6,842-60.9% | $5,982-55.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |