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 6-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 | $16,357 | $58,694-72.1% | $142,863-88.6% | $85,850-80.9% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 338.18% | 27.72%+310.5pp | 5637.54%-5299.4pp | 318.53%+19.6pp |
| Employer contribution / active EE | $1,738 | $1,423+22.2% | $4,144-58.1% | $2,565-32.2% |
| Participant deferral / active EE | $2,865 | $2,607+9.9% | $3,837-25.3% | $3,952-27.5% |
| Admin fee / account holder | $209 | $4,239-95.1% | $6,560-96.8% | $6,260-96.7% |