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 | $12,233 | $105,998-88.5% | $92,233-86.7% | $147,584-91.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.93% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,820 | $4,333-58.0% | $3,679-50.5% | $4,876-62.7% |
| Participant deferral / active EE | $2,087 | $4,478-53.4% | $3,897-46.4% | $5,439-61.6% |
| Admin fee / account holder | $68 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |