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 10-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 | $8,432 | $75,828-88.9% | $147,614-94.3% | $59,632-85.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 41.83% | 0.37%+41.5pp | 61.98%-20.1pp | 2041.28%-1999.4pp |
| Employer contribution / active EE | $5,083 | $3,485+45.9% | $5,564-8.7% | $2,203+130.8% |
| Participant deferral / active EE | $6,847 | $3,130+118.7% | $4,895+39.9% | $3,192+114.5% |
| Admin fee / account holder | $45 | $5,985-99.2% | $11,611-99.6% | $4,297-98.9% |