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 | $6,387 | $73,515-91.3% | $62,995-89.9% | $147,584-95.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 30.39% | 175.43%-145.0pp | 87.57%-57.2pp | 578.55%-548.2pp |
| Employer contribution / active EE | $1,867 | $3,320-43.8% | $2,759-32.3% | $4,876-61.7% |
| Participant deferral / active EE | $2,428 | $4,185-42.0% | $3,329-27.1% | $5,439-55.4% |
| Admin fee / account holder | $19 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |