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 | $10,446 | $99,020-89.5% | $86,590-87.9% | $147,584-92.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.59% | 1312.34%-1284.7pp | 964.84%-937.2pp | 578.55%-551.0pp |
| Employer contribution / active EE | $1,871 | $3,132-40.3% | $2,839-34.1% | $4,876-61.6% |
| Participant deferral / active EE | $2,812 | $3,972-29.2% | $3,609-22.1% | $5,439-48.3% |
| Admin fee / account holder | $149 | $5,710-97.4% | $4,906-97.0% | $10,885-98.6% |