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 8-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 | $11,103 | $95,416-88.4% | $185,823-94.0% | $85,850-87.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.40% | 23.59%-6.2pp | 122.05%-104.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,613 | $3,314-51.3% | $5,167-68.8% | $2,565-37.1% |
| Participant deferral / active EE | $1,729 | $3,423-49.5% | $5,568-68.9% | $3,952-56.2% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |