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 7-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 | $11,153 | $115,882-90.4% | $100,516-88.9% | $158,922-93.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 197.93% | 34.79%+163.1pp | 30.89%+167.0pp | 302.83%-104.9pp |
| Employer contribution / active EE | $4,899 | $4,103+19.4% | $3,418+43.3% | $4,761+2.9% |
| Participant deferral / active EE | $8,165 | $6,674+22.3% | $6,270+30.2% | $5,982+36.5% |
| Admin fee / account holder | $8 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |