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 | $8,860 | $108,642-91.8% | $74,701-88.1% | $152,861-94.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 6.74% | 114.06%-107.3pp | 752.92%-746.2pp | 345.32%-338.6pp |
| Employer contribution / active EE | $3,138 | $1,503+108.8% | $1,084+189.6% | $4,762-34.1% |
| Participant deferral / active EE | $1,131 | $2,712-58.3% | $1,964-42.4% | $5,850-80.7% |
| Admin fee / account holder | $72 | $4,902-98.5% | $3,333-97.9% | $11,596-99.4% |