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 | $6,276 | $104,907-94.0% | $84,611-92.6% | $152,861-95.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.84% | 373.79%-349.0pp | 258.74%-233.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $770 | $3,302-76.7% | $2,652-71.0% | $4,762-83.8% |
| Participant deferral / active EE | $1,241 | $4,688-73.5% | $3,899-68.2% | $5,850-78.8% |
| Admin fee / account holder | $45 | $6,241-99.3% | $4,912-99.1% | $11,596-99.6% |