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 9-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 | $9,181 | $98,240-90.7% | $82,313-88.8% | $147,584-93.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.86% | 30.85%-21.0pp | 25.88%-16.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,268 | $3,192-60.3% | $2,428-47.8% | $4,876-74.0% |
| Participant deferral / active EE | $3,852 | $4,383-12.1% | $3,706+3.9% | $5,439-29.2% |
| Admin fee / account holder | $5 | $8,563-99.9% | $5,608-99.9% | $10,885-100.0% |