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 | $4,490 | $107,334-95.8% | $92,893-95.2% | $152,861-97.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 52.80% | 145.58%-92.8pp | 109.41%-56.6pp | 345.32%-292.5pp |
| Employer contribution / active EE | $855 | $4,221-79.8% | $3,653-76.6% | $4,762-82.1% |
| Participant deferral / active EE | $2,347 | $4,845-51.6% | $4,236-44.6% | $5,850-59.9% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |