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 | $9,439 | $185,200-94.9% | $142,863-93.4% | $167,490-94.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.57% | 8555.70%-8541.1pp | 5637.54%-5623.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,538 | $4,494+23.2% | $3,837+44.3% | $6,341-12.7% |
| Admin fee / account holder | $27 | $8,031-99.7% | $6,560-99.6% | $12,309-99.8% |