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 10-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 | $8,585 | $168,632-94.9% | $147,614-94.2% | $125,391-93.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.96% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,625 | $6,252-58.0% | $5,564-52.8% | $4,866-46.0% |
| Participant deferral / active EE | $5,454 | $5,507-1.0% | $4,895+11.4% | $5,352+1.9% |
| Admin fee / account holder | $33 | $13,580-99.8% | $11,611-99.7% | $9,540-99.7% |