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 7-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 | $6,454 | $100,852-93.6% | $90,404-92.9% | $158,922-95.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 400.41% | 1724.20%-1323.8pp | 1293.02%-892.6pp | 302.83%+97.6pp |
| Employer contribution / active EE | $3,821 | $3,689+3.6% | $3,262+17.1% | $4,761-19.8% |
| Participant deferral / active EE | $2,958 | $4,348-32.0% | $3,963-25.4% | $5,982-50.6% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |