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 | $16,342 | $106,890-84.7% | $84,015-80.5% | $152,861-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.40% | 104.99%-82.6pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $771 | $2,734-71.8% | $1,983-61.1% | $4,762-83.8% |
| Participant deferral / active EE | $1,680 | $4,011-58.1% | $3,239-48.1% | $5,850-71.3% |
| Admin fee / account holder | $229 | $8,285-97.2% | $6,101-96.3% | $11,596-98.0% |