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 | $15,678 | $118,680-86.8% | $98,907-84.1% | $158,922-90.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 50.25% | 372.35%-322.1pp | 196.43%-146.2pp | 302.83%-252.6pp |
| Employer contribution / active EE | $4,051 | $3,333+21.6% | $2,689+50.7% | $4,761-14.9% |
| Participant deferral / active EE | $7,245 | $5,088+42.4% | $4,244+70.7% | $5,982+21.1% |
| Admin fee / account holder | $31 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |