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 | $10,929 | $109,327-90.0% | $89,391-87.8% | $158,922-93.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.87% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,382 | $3,170-56.4% | $2,586-46.6% | $4,761-71.0% |
| Participant deferral / active EE | $4,860 | $4,598+5.7% | $3,890+24.9% | $5,982-18.8% |
| Admin fee / account holder | $154 | $6,153-97.5% | $4,881-96.8% | $11,246-98.6% |