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 | $9,705 | $112,881-91.4% | $90,951-89.3% | $158,922-93.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.34% | 215.79%-187.5pp | 134.60%-106.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $942 | $2,893-67.4% | $2,122-55.6% | $4,761-80.2% |
| Participant deferral / active EE | $2,054 | $4,128-50.2% | $3,373-39.1% | $5,982-65.7% |
| Admin fee / account holder | $35 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |