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 | $9,582 | $135,952-93.0% | $123,892-92.3% | $273,961-96.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.99% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,434 | $5,170-72.3% | $4,617-68.9% | $4,869-70.5% |
| Participant deferral / active EE | $3,755 | $6,343-40.8% | $5,984-37.3% | $5,287-29.0% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |