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 | $2,194 | $99,020-97.8% | $86,590-97.5% | $147,584-98.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.66% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,620 | $3,132-48.3% | $2,839-42.9% | $4,876-66.8% |
| Participant deferral / active EE | $1,930 | $3,972-51.4% | $3,609-46.5% | $5,439-64.5% |
| Admin fee / account holder | $108 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |