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 | $7,298 | $121,625-94.0% | $104,607-93.0% | $158,922-95.4% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 19.65% | 465.26%-445.6pp | 340.46%-320.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $423 | $3,163-86.6% | $2,681-84.2% | $4,761-91.1% |
| Participant deferral / active EE | $896 | $4,177-78.5% | $3,740-76.0% | $5,982-85.0% |
| Admin fee / account holder | $53 | $7,787-99.3% | $6,473-99.2% | $11,246-99.5% |