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 6-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 | $6,502 | $176,056-96.3% | $159,436-95.9% | $167,490-96.1% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 84.71% | 331.75%-247.0pp | 263.57%-178.9pp | 478.56%-393.8pp |
| Employer contribution / active EE | $1,068 | $5,297-79.8% | $4,829-77.9% | $4,837-77.9% |
| Participant deferral / active EE | $2,908 | $7,750-62.5% | $7,352-60.5% | $6,341-54.1% |
| Admin fee / account holder | $14 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |