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 | $18,161 | $152,460-88.1% | $118,746-84.7% | $147,584-87.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 22.48% | 17.41%+5.1pp | 24.54%-2.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,308 | $5,046-54.3% | $4,193-45.0% | $4,876-52.7% |
| Participant deferral / active EE | $5,598 | $6,212-9.9% | $5,332+5.0% | $5,439+2.9% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |