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 | $23,252 | $140,588-83.5% | $123,104-81.1% | $125,391-81.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.02% | 16.80%-11.8pp | 13.22%-8.2pp | 282.22%-277.2pp |
| Employer contribution / active EE | $4,250 | $6,041-29.7% | $5,151-17.5% | $4,866-12.7% |
| Participant deferral / active EE | $10,800 | $6,980+54.7% | $6,230+73.4% | $5,352+101.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |