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 | $8,193 | $109,327-92.5% | $89,391-90.8% | $158,922-94.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 36.29% | 345.68%-309.4pp | 245.62%-209.3pp | 302.83%-266.5pp |
| Employer contribution / active EE | $1,363 | $3,170-57.0% | $2,586-47.3% | $4,761-71.4% |
| Participant deferral / active EE | $5,007 | $4,598+8.9% | $3,890+28.7% | $5,982-16.3% |
| Admin fee / account holder | $44 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |