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 9-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 | $8,223 | $202,318-95.9% | $172,739-95.2% | $152,861-94.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.97% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,050 | $5,856-65.0% | $5,143-60.1% | $4,762-57.0% |
| Participant deferral / active EE | $2,446 | $5,948-58.9% | $5,198-52.9% | $5,850-58.2% |
| Admin fee / account holder | $30 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |