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 7-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 | $9,461 | $114,047-91.7% | $96,139-90.2% | $167,490-94.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.00% | 189.88%-179.9pp | 191.94%-181.9pp | 478.56%-468.6pp |
| Employer contribution / active EE | $5,598 | $3,427+63.4% | $2,797+100.2% | $4,837+15.7% |
| Participant deferral / active EE | $2,436 | $5,194-53.1% | $4,349-44.0% | $6,341-61.6% |
| Admin fee / account holder | $281 | $6,897-95.9% | $5,537-94.9% | $12,309-97.7% |