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 | $11,194 | $104,486-89.3% | $76,817-85.4% | $152,861-92.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 26.67% | 1013.37%-986.7pp | 1166.11%-1139.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $838 | $3,116-73.1% | $2,302-63.6% | $4,762-82.4% |
| Participant deferral / active EE | $2,393 | $4,236-43.5% | $3,336-28.3% | $5,850-59.1% |
| Admin fee / account holder | $48 | $12,275-99.6% | $6,420-99.3% | $11,596-99.6% |