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 | $10,356 | $81,632-87.3% | $70,449-85.3% | $158,922-93.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 36.83% | 208.40%-171.6pp | 109.03%-72.2pp | 302.83%-266.0pp |
| Employer contribution / active EE | $2,187 | $3,217-32.0% | $2,737-20.1% | $4,761-54.1% |
| Participant deferral / active EE | $8,478 | $4,554+86.2% | $3,709+128.6% | $5,982+41.7% |
| Admin fee / account holder | $27 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |