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 | $11,260 | $167,483-93.3% | $115,752-90.3% | $147,584-92.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 12.11%-12.1pp | 19.41%-19.4pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,970 | $4,960-40.1% | $3,492-15.0% | $4,876-39.1% |
| Participant deferral / active EE | $7,515 | $7,037+6.8% | $5,204+44.4% | $5,439+38.2% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |