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 6-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 | $9,197 | $112,881-91.9% | $90,951-89.9% | $158,922-94.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.92% | 215.79%-188.9pp | 134.60%-107.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $720 | $2,893-75.1% | $2,122-66.1% | $4,761-84.9% |
| Participant deferral / active EE | $1,848 | $4,128-55.2% | $3,373-45.2% | $5,982-69.1% |
| Admin fee / account holder | $3 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |