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 9-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 | $9,111 | $102,604-91.1% | $86,188-89.4% | $139,434-93.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.86% | 1922.51%-1903.6pp | 1168.45%-1149.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $581 | $3,032-80.8% | $2,380-75.6% | $4,751-87.8% |
| Participant deferral / active EE | $1,667 | $4,676-64.4% | $3,985-58.2% | $6,710-75.2% |
| Admin fee / account holder | $141 | $8,657-98.4% | $6,852-97.9% | $11,403-98.8% |