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 | $9,765 | $157,256-93.8% | $141,162-93.1% | $152,861-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.86% | 64.32%-27.5pp | 71.39%-34.5pp | 345.32%-308.5pp |
| Employer contribution / active EE | $1,399 | $5,261-73.4% | $4,735-70.4% | $4,762-70.6% |
| Participant deferral / active EE | $3,042 | $7,109-57.2% | $6,709-54.7% | $5,850-48.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |