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 9-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 | $8,284 | $157,256-94.7% | $141,162-94.1% | $152,861-94.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 115.69% | 64.32%+51.4pp | 71.39%+44.3pp | 345.32%-229.6pp |
| Employer contribution / active EE | $3,123 | $5,261-40.6% | $4,735-34.0% | $4,762-34.4% |
| Participant deferral / active EE | $4,145 | $7,109-41.7% | $6,709-38.2% | $5,850-29.1% |
| Admin fee / account holder | $79 | $12,120-99.4% | $10,261-99.2% | $11,596-99.3% |