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 8-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 | $11,133 | $62,586-82.2% | $76,768-85.5% | $64,186-82.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 118.32% | -1.95%+120.3pp | 2.43%+115.9pp | 7.63%+110.7pp |
| Employer contribution / active EE | $4,000 | $1,832+118.4% | $2,485+61.0% | $2,381+68.0% |
| Participant deferral / active EE | $2,432 | $3,145-22.7% | $3,852-36.9% | $3,470-29.9% |
| Admin fee / account holder | $209 | $4,667-95.5% | $6,675-96.9% | $4,888-95.7% |