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 3-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 | $8,072 | $159,901-95.0% | $146,958-94.5% | $145,922-94.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.37% | 98.13%-68.8pp | 418.34%-389.0pp | 561.29%-531.9pp |
| Employer contribution / active EE | $4,871 | $5,286-7.9% | $4,933-1.3% | $4,660+4.5% |
| Participant deferral / active EE | $8,092 | $8,428-4.0% | $8,070+0.3% | $6,688+21.0% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |