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 | $8,174 | $176,377-95.4% | $134,143-93.9% | $158,922-94.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.47% | 63.63%-40.2pp | 36.33%-12.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,149 | $5,040-77.2% | $3,704-69.0% | $4,761-75.9% |
| Participant deferral / active EE | $1,149 | $4,091-71.9% | $3,499-67.2% | $5,982-80.8% |
| Admin fee / account holder | $25 | $8,718-99.7% | $6,684-99.6% | $11,246-99.8% |