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 | $7,949 | $90,600-91.2% | $79,464-90.0% | $135,375-94.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.16% | 977.43%-976.3pp | 718.14%-717.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $93 | $3,068-97.0% | $2,800-96.7% | $4,779-98.1% |
| Participant deferral / active EE | $877 | $4,050-78.4% | $3,704-76.3% | $5,609-84.4% |
| Admin fee / account holder | $29 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |