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 | $8,017 | $100,852-92.1% | $90,404-91.1% | $158,922-95.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.28% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $353 | $3,689-90.4% | $3,262-89.2% | $4,761-92.6% |
| Participant deferral / active EE | $1,909 | $4,348-56.1% | $3,963-51.8% | $5,982-68.1% |
| Admin fee / account holder | $90 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |