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 10-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 | $6,356 | $96,635-93.4% | $86,612-92.7% | $139,434-95.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.34% | 106.41%-82.1pp | 591.07%-566.7pp | 372.94%-348.6pp |
| Employer contribution / active EE | $417 | $3,263-87.2% | $3,022-86.2% | $4,751-91.2% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $126 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |