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 | $18,315 | $165,912-89.0% | $122,332-85.0% | $147,584-87.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 34.61% | 34.55%+0.1pp | 30.27%+4.3pp | 578.55%-543.9pp |
| Employer contribution / active EE | $643 | $5,754-88.8% | $4,050-84.1% | $4,876-86.8% |
| Participant deferral / active EE | $7,427 | $4,005+85.4% | $3,287+126.0% | $5,439+36.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |