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 | $13,178 | $176,377-92.5% | $134,143-90.2% | $158,922-91.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 26.26% | 63.63%-37.4pp | 36.33%-10.1pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,933 | $5,040-61.6% | $3,704-47.8% | $4,761-59.4% |
| Participant deferral / active EE | $4,594 | $4,091+12.3% | $3,499+31.3% | $5,982-23.2% |
| Admin fee / account holder | $292 | $8,718-96.7% | $6,684-95.6% | $11,246-97.4% |