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 8-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 | $12,858 | $118,680-89.2% | $98,907-87.0% | $158,922-91.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.35% | 372.35%-342.0pp | 196.43%-166.1pp | 302.83%-272.5pp |
| Employer contribution / active EE | $2,476 | $3,333-25.7% | $2,689-7.9% | $4,761-48.0% |
| Participant deferral / active EE | $3,907 | $5,088-23.2% | $4,244-7.9% | $5,982-34.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |