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 8-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 | $7,310 | $107,334-93.2% | $92,893-92.1% | $152,861-95.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 170.48% | 145.58%+24.9pp | 109.41%+61.1pp | 345.32%-174.8pp |
| Employer contribution / active EE | $1,634 | $4,221-61.3% | $3,653-55.3% | $4,762-65.7% |
| Participant deferral / active EE | $5,258 | $4,845+8.5% | $4,236+24.1% | $5,850-10.1% |
| Admin fee / account holder | $213 | $7,079-97.0% | $5,794-96.3% | $11,596-98.2% |