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 | $12,835 | $183,963-93.0% | $162,163-92.1% | $152,861-91.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.41% | 150.76%-126.4pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,573 | $6,371-59.6% | $5,614-54.2% | $4,762-46.0% |
| Participant deferral / active EE | $5,580 | $8,034-30.5% | $7,298-23.5% | $5,850-4.6% |
| Admin fee / account holder | $121 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |