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 8-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 | $12,782 | $107,334-88.1% | $92,893-86.2% | $152,861-91.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 77.88% | 145.58%-67.7pp | 109.41%-31.5pp | 345.32%-267.4pp |
| Employer contribution / active EE | $2,307 | $4,221-45.3% | $3,653-36.8% | $4,762-51.6% |
| Participant deferral / active EE | $6,439 | $4,845+32.9% | $4,236+52.0% | $5,850+10.1% |
| Admin fee / account holder | $296 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |