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 | $7,076 | $112,096-93.7% | $95,952-92.6% | $158,922-95.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.71% | 171.09%-148.4pp | 91.61%-68.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,772 | $3,198-44.6% | $2,541-30.3% | $4,761-62.8% |
| Participant deferral / active EE | $1,772 | $4,784-63.0% | $4,167-57.5% | $5,982-70.4% |
| Admin fee / account holder | $47 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |