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 | $10,107 | $97,757-89.7% | $83,848-87.9% | $135,375-92.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | 354.65% | 1287.37%-932.7pp | 850.88%-496.2pp | 519.73%-165.1pp |
| Employer contribution / active EE | $2,359 | $4,222-44.1% | $3,631-35.0% | $4,779-50.6% |
| Participant deferral / active EE | $2,833 | $4,682-39.5% | $4,082-30.6% | $5,609-49.5% |
| Admin fee / account holder | $124 | $6,674-98.1% | $5,478-97.7% | $10,827-98.9% |