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 | $6,241 | $104,907-94.1% | $84,611-92.6% | $152,861-95.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.38% | 373.79%-354.4pp | 258.74%-239.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,230 | $3,302+28.1% | $2,652+59.5% | $4,762-11.2% |
| Participant deferral / active EE | $2,552 | $4,688-45.6% | $3,899-34.5% | $5,850-56.4% |
| Admin fee / account holder | $251 | $6,241-96.0% | $4,912-94.9% | $11,596-97.8% |