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 | $7,585 | $106,890-92.9% | $84,015-91.0% | $152,861-95.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 34.11% | 104.99%-70.9pp | 71.31%-37.2pp | 345.32%-311.2pp |
| Employer contribution / active EE | $1,531 | $2,734-44.0% | $1,983-22.8% | $4,762-67.8% |
| Participant deferral / active EE | $2,965 | $4,011-26.1% | $3,239-8.5% | $5,850-49.3% |
| Admin fee / account holder | $120 | $8,285-98.6% | $6,101-98.0% | $11,596-99.0% |