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 10-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 | $7,042 | $426,113-98.3% | $289,028-97.6% | $357,791-98.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 78.0%-78.0pp | 85.6%-85.6pp |
| Annual return | 12.47% | 260.96%-248.5pp | 243.94%-231.5pp | 396.79%-384.3pp |
| Employer contribution / active EE | $0 | $8,831-100.0% | $6,326-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $6,238-100.0% | $4,804-100.0% | $5,521-100.0% |
| Admin fee / account holder | $232 | $18,206-98.7% | $14,050-98.3% | $28,387-99.2% |