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 | $9,039 | $202,318-95.5% | $172,739-94.8% | $152,861-94.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 36.08% | 1029.65%-993.6pp | 802.84%-766.8pp | 345.32%-309.2pp |
| Employer contribution / active EE | $1,951 | $5,856-66.7% | $5,143-62.1% | $4,762-59.0% |
| Participant deferral / active EE | $3,788 | $5,948-36.3% | $5,198-27.1% | $5,850-35.3% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |