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 7-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 | $10,510 | $165,335-93.6% | $149,696-93.0% | $158,922-93.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.95% | 348.15%-306.2pp | 276.60%-234.7pp | 302.83%-260.9pp |
| Employer contribution / active EE | $2,337 | $5,103-54.2% | $4,644-49.7% | $4,761-50.9% |
| Participant deferral / active EE | $4,382 | $7,181-39.0% | $6,842-35.9% | $5,982-26.7% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |