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 | $8,314 | $85,766-90.3% | $136,294-93.9% | $70,131-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 39.64% | 31.45%+8.2pp | 5155.94%-5116.3pp | 73.14%-33.5pp |
| Employer contribution / active EE | $2,247 | $2,966-24.2% | $4,695-52.1% | $2,342-4.1% |
| Participant deferral / active EE | $2,895 | $5,051-42.7% | $6,247-53.7% | $3,332-13.1% |
| Admin fee / account holder | $141 | $5,420-97.4% | $9,243-98.5% | $4,645-97.0% |