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 | $9,829 | $111,724-91.2% | $93,606-89.5% | $145,922-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.19% | 202.98%-193.8pp | 133.20%-124.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,101 | $3,090-32.0% | $2,420-13.2% | $4,660-54.9% |
| Participant deferral / active EE | $2,439 | $4,912-50.4% | $4,411-44.7% | $6,688-63.5% |
| Admin fee / account holder | $198 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |