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 | $16,107 | $105,998-84.8% | $92,233-82.5% | $147,584-89.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.21% | 50.05%-39.8pp | 176.28%-166.1pp | 578.55%-568.3pp |
| Employer contribution / active EE | $8,015 | $4,333+85.0% | $3,679+117.8% | $4,876+64.4% |
| Participant deferral / active EE | $4,441 | $4,478-0.8% | $3,897+14.0% | $5,439-18.3% |
| Admin fee / account holder | $116 | $6,332-98.2% | $5,194-97.8% | $10,885-98.9% |