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 | $9,417 | $118,680-92.1% | $98,907-90.5% | $158,922-94.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.17% | 372.35%-352.2pp | 196.43%-176.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $842 | $3,333-74.7% | $2,689-68.7% | $4,761-82.3% |
| Participant deferral / active EE | $1,512 | $5,088-70.3% | $4,244-64.4% | $5,982-74.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |