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 6-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 | $9,736 | $79,449-87.7% | $189,557-94.9% | $85,850-88.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 32.99% | 18.45%+14.5pp | 64.17%-31.2pp | 318.53%-285.5pp |
| Employer contribution / active EE | $2,544 | $2,081+22.3% | $4,412-42.3% | $2,565-0.8% |
| Participant deferral / active EE | $5,543 | $4,051+36.8% | $6,174-10.2% | $3,952+40.3% |
| Admin fee / account holder | $154 | $5,377-97.1% | $9,807-98.4% | $6,260-97.5% |