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 | $12,299 | $89,355-86.2% | $141,162-91.3% | $72,985-83.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 52.40% | 111.85%-59.4pp | 71.39%-19.0pp | 81.00%-28.6pp |
| Employer contribution / active EE | $2,643 | $3,114-15.1% | $4,735-44.2% | $2,440+8.3% |
| Participant deferral / active EE | $4,951 | $5,418-8.6% | $6,709-26.2% | $3,607+37.2% |
| Admin fee / account holder | $281 | $5,958-95.3% | $10,261-97.3% | $5,124-94.5% |