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 5-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 | $8,964 | $104,486-91.4% | $76,817-88.3% | $152,861-94.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 24.27% | 1013.37%-989.1pp | 1166.11%-1141.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,604 | $3,116-48.5% | $2,302-30.3% | $4,762-66.3% |
| Participant deferral / active EE | $5,720 | $4,236+35.0% | $3,336+71.5% | $5,850-2.2% |
| Admin fee / account holder | $176 | $12,275-98.6% | $6,420-97.3% | $11,596-98.5% |