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 | $7,361 | $118,680-93.8% | $98,907-92.6% | $158,922-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 34.01% | 372.35%-338.3pp | 196.43%-162.4pp | 302.83%-268.8pp |
| Employer contribution / active EE | $1,554 | $3,333-53.4% | $2,689-42.2% | $4,761-67.4% |
| Participant deferral / active EE | $2,572 | $5,088-49.5% | $4,244-39.4% | $5,982-57.0% |
| Admin fee / account holder | $26 | $10,131-99.7% | $6,642-99.6% | $11,246-99.8% |