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 | $13,870 | $150,187-90.8% | $120,354-88.5% | $145,922-90.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.33% | 154.07%-135.7pp | 107.15%-88.8pp | 561.29%-543.0pp |
| Employer contribution / active EE | $9,687 | $4,348+122.8% | $3,463+179.8% | $4,660+107.9% |
| Participant deferral / active EE | $4,356 | $6,173-29.4% | $4,991-12.7% | $6,688-34.9% |
| Admin fee / account holder | $255 | $12,207-97.9% | $9,423-97.3% | $13,397-98.1% |