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 | $8,297 | $106,890-92.2% | $84,015-90.1% | $152,861-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.62% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,131 | $2,734-22.0% | $1,983+7.5% | $4,762-55.2% |
| Participant deferral / active EE | $4,554 | $4,011+13.5% | $3,239+40.6% | $5,850-22.1% |
| Admin fee / account holder | $216 | $8,285-97.4% | $6,101-96.5% | $11,596-98.1% |