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 | $9,127 | $202,318-95.5% | $172,739-94.7% | $152,861-94.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 35.33% | 1029.65%-994.3pp | 802.84%-767.5pp | 345.32%-310.0pp |
| Employer contribution / active EE | $2,582 | $5,856-55.9% | $5,143-49.8% | $4,762-45.8% |
| Participant deferral / active EE | $6,307 | $5,948+6.0% | $5,198+21.3% | $5,850+7.8% |
| Admin fee / account holder | $36 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |