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 6-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 | $11,347 | $102,616-88.9% | $81,983-86.2% | $158,922-92.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 55.64% | 61.04%-5.4pp | 41.31%+14.3pp | 302.83%-247.2pp |
| Employer contribution / active EE | $1,855 | $3,240-42.8% | $2,498-25.7% | $4,761-61.0% |
| Participant deferral / active EE | $6,300 | $4,648+35.5% | $3,722+69.3% | $5,982+5.3% |
| Admin fee / account holder | $12 | $8,235-99.9% | $5,664-99.8% | $11,246-99.9% |