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 | $10,463 | $197,591-94.7% | $177,821-94.1% | $158,922-93.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 165.01% | 58.76%+106.3pp | 48.32%+116.7pp | 302.83%-137.8pp |
| Employer contribution / active EE | $2,605 | $6,697-61.1% | $5,918-56.0% | $4,761-45.3% |
| Participant deferral / active EE | $5,657 | $8,405-32.7% | $7,714-26.7% | $5,982-5.4% |
| Admin fee / account holder | $9 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |