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 | $13,630 | $202,318-93.3% | $172,739-92.1% | $152,861-91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 39.29% | 1029.65%-990.4pp | 802.84%-763.5pp | 345.32%-306.0pp |
| Employer contribution / active EE | $2,207 | $5,856-62.3% | $5,143-57.1% | $4,762-53.7% |
| Participant deferral / active EE | $7,290 | $5,948+22.6% | $5,198+40.2% | $5,850+24.6% |
| Admin fee / account holder | $9 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |