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 | $8,622 | $100,852-91.5% | $90,404-90.5% | $158,922-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 151.04% | 1724.20%-1573.2pp | 1293.02%-1142.0pp | 302.83%-151.8pp |
| Employer contribution / active EE | $3,307 | $3,689-10.4% | $3,262+1.4% | $4,761-30.6% |
| Participant deferral / active EE | $3,388 | $4,348-22.1% | $3,963-14.5% | $5,982-43.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |