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 9-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 | $10,768 | $165,335-93.5% | $149,696-92.8% | $158,922-93.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 44.36% | 348.15%-303.8pp | 276.60%-232.2pp | 302.83%-258.5pp |
| Employer contribution / active EE | $2,479 | $5,103-51.4% | $4,644-46.6% | $4,761-47.9% |
| Participant deferral / active EE | $3,938 | $7,181-45.2% | $6,842-42.4% | $5,982-34.2% |
| Admin fee / account holder | $87 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |