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 | $10,079 | $165,335-93.9% | $149,696-93.3% | $158,922-93.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 156.05% | 348.15%-192.1pp | 276.60%-120.6pp | 302.83%-146.8pp |
| Employer contribution / active EE | $1,071 | $5,103-79.0% | $4,644-76.9% | $4,761-77.5% |
| Participant deferral / active EE | $5,337 | $7,181-25.7% | $6,842-22.0% | $5,982-10.8% |
| Admin fee / account holder | $276 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |