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 | $7,243 | $162,781-95.6% | $133,956-94.6% | $158,922-95.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.32% | 41.94%-11.6pp | 45.09%-14.8pp | 302.83%-272.5pp |
| Employer contribution / active EE | $2,500 | $4,975-49.8% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $57 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |