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 | $12,828 | $116,175-89.0% | $93,606-86.3% | $152,861-91.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 28.64% | 35.96%-7.3pp | 32.76%-4.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,331 | $3,218-58.6% | $2,718-51.0% | $4,762-72.0% |
| Participant deferral / active EE | $2,777 | $4,603-39.7% | $4,069-31.7% | $5,850-52.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |