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 | $8,541 | $100,901-91.5% | $75,670-88.7% | $147,584-94.2% |
| Participation rate | 92.9% | 77.1%+15.7pp | 72.3%+20.5pp | 82.8%+10.0pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,330 | $3,253-59.1% | $2,352-43.5% | $4,876-72.7% |
| Participant deferral / active EE | $821 | $4,027-79.6% | $3,142-73.9% | $5,439-84.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |