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 4-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 | $9,245 | $150,187-93.8% | $120,354-92.3% | $145,922-93.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 33.86% | 154.07%-120.2pp | 107.15%-73.3pp | 561.29%-527.4pp |
| Employer contribution / active EE | $2,178 | $4,348-49.9% | $3,463-37.1% | $4,660-53.3% |
| Participant deferral / active EE | $3,421 | $6,173-44.6% | $4,991-31.5% | $6,688-48.8% |
| Admin fee / account holder | $41 | $12,207-99.7% | $9,423-99.6% | $13,397-99.7% |