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 | $8,368 | $109,817-92.4% | $98,442-91.5% | $167,490-95.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.92% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,075 | $3,224-66.7% | $2,960-63.7% | $4,837-77.8% |
| Participant deferral / active EE | $2,268 | $4,673-51.5% | $4,276-47.0% | $6,341-64.2% |
| Admin fee / account holder | $55 | $6,753-99.2% | $5,949-99.1% | $12,309-99.6% |