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 | $3,466 | $99,020-96.5% | $86,590-96.0% | $147,584-97.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.89% | 1312.34%-1300.4pp | 964.84%-952.9pp | 578.55%-566.7pp |
| Employer contribution / active EE | $861 | $3,132-72.5% | $2,839-69.7% | $4,876-82.3% |
| Participant deferral / active EE | $1,897 | $3,972-52.3% | $3,609-47.4% | $5,439-65.1% |
| Admin fee / account holder | $11 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |