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 | $10,370 | $111,724-90.7% | $93,606-88.9% | $145,922-92.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.94% | 202.98%-189.0pp | 133.20%-119.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $917 | $3,090-70.3% | $2,420-62.1% | $4,660-80.3% |
| Participant deferral / active EE | $2,350 | $4,912-52.2% | $4,411-46.7% | $6,688-64.9% |
| Admin fee / account holder | $92 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |