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 7-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 | $12,944 | $107,334-87.9% | $92,893-86.1% | $152,861-91.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.78% | 145.58%-130.8pp | 109.41%-94.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,495 | $4,221-40.9% | $3,653-31.7% | $4,762-47.6% |
| Participant deferral / active EE | $10,938 | $4,845+125.8% | $4,236+158.2% | $5,850+87.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |