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 3-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 | $16,384 | $150,187-89.1% | $120,354-86.4% | $145,922-88.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 28.19% | 154.07%-125.9pp | 107.15%-79.0pp | 561.29%-533.1pp |
| Employer contribution / active EE | $1,600 | $4,348-63.2% | $3,463-53.8% | $4,660-65.7% |
| Participant deferral / active EE | $3,917 | $6,173-36.5% | $4,991-21.5% | $6,688-41.4% |
| Admin fee / account holder | $142 | $12,207-98.8% | $9,423-98.5% | $13,397-98.9% |