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 | $5,014 | $121,625-95.9% | $104,607-95.2% | $158,922-96.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 244.85% | 465.26%-220.4pp | 340.46%-95.6pp | 302.83%-58.0pp |
| Employer contribution / active EE | $823 | $3,163-74.0% | $2,681-69.3% | $4,761-82.7% |
| Participant deferral / active EE | $6,329 | $4,177+51.5% | $3,740+69.2% | $5,982+5.8% |
| Admin fee / account holder | $5 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |