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 | $12,964 | $135,635-90.4% | $110,238-88.2% | $135,375-90.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 0.87% | 513.19%-512.3pp | 314.74%-313.9pp | 519.73%-518.9pp |
| Employer contribution / active EE | $2,123 | $4,906-56.7% | $3,826-44.5% | $4,779-55.6% |
| Participant deferral / active EE | $2,123 | $5,506-61.5% | $4,672-54.6% | $5,609-62.2% |
| Admin fee / account holder | $87 | $11,457-99.2% | $8,547-99.0% | $10,827-99.2% |