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 | $9,293 | $102,828-91.0% | $105,387-91.2% | $152,861-93.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.49% | 20.85%+6.6pp | 26.82%+0.7pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,065 | $4,473-53.8% | $4,213-51.0% | $4,762-56.6% |
| Participant deferral / active EE | $2,349 | $5,465-57.0% | $5,502-57.3% | $5,850-59.8% |
| Admin fee / account holder | $6 | $8,683-99.9% | $6,559-99.9% | $11,596-100.0% |