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 | $9,520 | $176,662-94.6% | $130,648-92.7% | $152,861-93.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 38.49% | 2692.24%-2653.8pp | 1708.96%-1670.5pp | 345.32%-306.8pp |
| Employer contribution / active EE | $3,260 | $5,742-43.2% | $4,092-20.3% | $4,762-31.6% |
| Participant deferral / active EE | $3,799 | $4,361-12.9% | $3,603+5.5% | $5,850-35.1% |
| Admin fee / account holder | $84 | $7,133-98.8% | $5,464-98.5% | $11,596-99.3% |