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 | $10,005 | $114,047-91.2% | $96,139-89.6% | $167,490-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.00% | 189.88%-172.9pp | 191.94%-174.9pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,787 | $3,427-47.9% | $2,797-36.1% | $4,837-63.1% |
| Participant deferral / active EE | $2,142 | $5,194-58.8% | $4,349-50.7% | $6,341-66.2% |
| Admin fee / account holder | $156 | $6,897-97.7% | $5,537-97.2% | $12,309-98.7% |