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 4-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 | $8,994 | $159,901-94.4% | $146,958-93.9% | $145,922-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.33% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,151 | $5,286-59.3% | $4,933-56.4% | $4,660-53.8% |
| Participant deferral / active EE | $3,086 | $8,428-63.4% | $8,070-61.8% | $6,688-53.9% |
| Admin fee / account holder | $23 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |