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 | $9,938 | $118,680-91.6% | $98,907-90.0% | $158,922-93.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.00% | 372.35%-349.3pp | 196.43%-173.4pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,458 | $3,333-56.3% | $2,689-45.8% | $4,761-69.4% |
| Participant deferral / active EE | $1,894 | $5,088-62.8% | $4,244-55.4% | $5,982-68.3% |
| Admin fee / account holder | $9 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |