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 | $7,376 | $73,515-90.0% | $62,995-88.3% | $147,584-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.69% | 175.43%-159.7pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,250 | $3,320-62.4% | $2,759-54.7% | $4,876-74.4% |
| Participant deferral / active EE | $1,181 | $4,185-71.8% | $3,329-64.5% | $5,439-78.3% |
| Admin fee / account holder | $300 | $5,953-95.0% | $3,600-91.7% | $10,885-97.2% |