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 | $8,828 | $202,318-95.6% | $172,739-94.9% | $152,861-94.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.47% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,349 | $5,856-59.9% | $5,143-54.3% | $4,762-50.7% |
| Participant deferral / active EE | $4,003 | $5,948-32.7% | $5,198-23.0% | $5,850-31.6% |
| Admin fee / account holder | $298 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |