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 | $8,808 | $102,547-91.4% | $78,210-88.7% | $147,584-94.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 30.29% | 51.08%-20.8pp | 40.90%-10.6pp | 578.55%-548.3pp |
| Employer contribution / active EE | $1,365 | $2,617-47.8% | $2,034-32.9% | $4,876-72.0% |
| Participant deferral / active EE | $3,600 | $3,481+3.4% | $2,823+27.5% | $5,439-33.8% |
| Admin fee / account holder | $21 | $5,059-99.6% | $3,758-99.4% | $10,885-99.8% |