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 | $8,974 | $105,998-91.5% | $92,233-90.3% | $147,584-93.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.12% | 50.05%-29.9pp | 176.28%-156.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,136 | $4,333-73.8% | $3,679-69.1% | $4,876-76.7% |
| Participant deferral / active EE | $1,481 | $4,478-66.9% | $3,897-62.0% | $5,439-72.8% |
| Admin fee / account holder | $29 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |