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 | $11,817 | $135,635-91.3% | $110,238-89.3% | $135,375-91.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 27.30% | 513.19%-485.9pp | 314.74%-287.4pp | 519.73%-492.4pp |
| Employer contribution / active EE | $2,053 | $4,906-58.2% | $3,826-46.4% | $4,779-57.0% |
| Participant deferral / active EE | $2,321 | $5,506-57.9% | $4,672-50.3% | $5,609-58.6% |
| Admin fee / account holder | $168 | $11,457-98.5% | $8,547-98.0% | $10,827-98.5% |