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 | $7,870 | $90,600-91.3% | $79,464-90.1% | $135,375-94.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 132.70% | 977.43%-844.7pp | 718.14%-585.4pp | 519.73%-387.0pp |
| Employer contribution / active EE | $1,009 | $3,068-67.1% | $2,800-64.0% | $4,779-78.9% |
| Participant deferral / active EE | $2,052 | $4,050-49.3% | $3,704-44.6% | $5,609-63.4% |
| Admin fee / account holder | $50 | $5,907-99.2% | $5,113-99.0% | $10,827-99.5% |