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 | $11,385 | $176,662-93.6% | $130,648-91.3% | $152,861-92.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 31.08% | 2692.24%-2661.2pp | 1708.96%-1677.9pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,855 | $5,742-67.7% | $4,092-54.7% | $4,762-61.0% |
| Participant deferral / active EE | $4,906 | $4,361+12.5% | $3,603+36.2% | $5,850-16.1% |
| Admin fee / account holder | $60 | $7,133-99.2% | $5,464-98.9% | $11,596-99.5% |