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 | $11,434 | $202,432-94.4% | $169,368-93.2% | $139,434-91.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.11% | 531.74%-506.6pp | 405.60%-380.5pp | 372.94%-347.8pp |
| Employer contribution / active EE | $5,341 | $4,692+13.8% | $4,013+33.1% | $4,751+12.4% |
| Participant deferral / active EE | $5,341 | $6,938-23.0% | $6,221-14.2% | $6,710-20.4% |
| Admin fee / account holder | $106 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |