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 | $4,545 | $115,770-96.1% | $101,248-95.5% | $158,922-97.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 55.81% | 56.14%-0.3pp | 46.47%+9.3pp | 302.83%-247.0pp |
| Employer contribution / active EE | $1,207 | $4,175-71.1% | $3,660-67.0% | $4,761-74.7% |
| Participant deferral / active EE | $1,608 | $4,957-67.6% | $4,370-63.2% | $5,982-73.1% |
| Admin fee / account holder | $31 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |