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 8-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 | $13,927 | $107,334-87.0% | $92,893-85.0% | $152,861-90.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.32% | 145.58%-113.3pp | 109.41%-77.1pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,916 | $4,221-54.6% | $3,653-47.6% | $4,762-59.8% |
| Participant deferral / active EE | $7,792 | $4,845+60.8% | $4,236+83.9% | $5,850+33.2% |
| Admin fee / account holder | $97 | $7,079-98.6% | $5,794-98.3% | $11,596-99.2% |