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 10-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 | $7,231 | $209,411-96.5% | $178,490-95.9% | $158,922-95.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 63.69% | 188.75%-125.1pp | 151.07%-87.4pp | 302.83%-239.1pp |
| Employer contribution / active EE | $1,581 | $5,706-72.3% | $5,011-68.4% | $4,761-66.8% |
| Participant deferral / active EE | $4,752 | $5,954-20.2% | $5,202-8.6% | $5,982-20.6% |
| Admin fee / account holder | $235 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |