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 9-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 | $6,381 | $156,846-95.9% | $121,098-94.7% | $139,434-95.4% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 11.69% | 1474.56%-1462.9pp | 985.75%-974.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $473 | $4,844-90.2% | $4,080-88.4% | $6,710-93.0% |
| Admin fee / account holder | $80 | $6,946-98.9% | $5,644-98.6% | $11,403-99.3% |