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 | $10,598 | $107,334-90.1% | $92,893-88.6% | $152,861-93.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.53% | 145.58%-119.0pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,337 | $4,221-68.3% | $3,653-63.4% | $4,762-71.9% |
| Participant deferral / active EE | $2,633 | $4,845-45.6% | $4,236-37.8% | $5,850-55.0% |
| Admin fee / account holder | $75 | $7,079-98.9% | $5,794-98.7% | $11,596-99.4% |