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 8-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 | $13,568 | $107,934-87.4% | $91,989-85.3% | $152,861-91.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 158.16% | 89.24%+68.9pp | 69.02%+89.1pp | 345.32%-187.2pp |
| Employer contribution / active EE | $2,557 | $4,210-39.3% | $3,452-25.9% | $4,762-46.3% |
| Participant deferral / active EE | $9,485 | $6,364+49.0% | $5,923+60.1% | $5,850+62.1% |
| Admin fee / account holder | $20 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |