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 | $9,493 | $109,327-91.3% | $89,391-89.4% | $158,922-94.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.13% | 345.68%-321.5pp | 245.62%-221.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,011 | $3,170-68.1% | $2,586-60.9% | $4,761-78.8% |
| Participant deferral / active EE | $1,789 | $4,598-61.1% | $3,890-54.0% | $5,982-70.1% |
| Admin fee / account holder | $157 | $6,153-97.5% | $4,881-96.8% | $11,246-98.6% |