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 | $16,858 | $99,652-83.1% | $78,778-78.6% | $147,584-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 31.33% | 47.28%-16.0pp | 35.62%-4.3pp | 578.55%-547.2pp |
| Employer contribution / active EE | $1,376 | $2,796-50.8% | $1,986-30.7% | $4,876-71.8% |
| Participant deferral / active EE | $6,893 | $3,664+88.1% | $2,958+133.0% | $5,439+26.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |