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 | $6,727 | $165,335-95.9% | $149,696-95.5% | $158,922-95.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 58.88% | 348.15%-289.3pp | 276.60%-217.7pp | 302.83%-243.9pp |
| Employer contribution / active EE | $1,911 | $5,103-62.5% | $4,644-58.8% | $4,761-59.9% |
| Participant deferral / active EE | $2,952 | $7,181-58.9% | $6,842-56.8% | $5,982-50.6% |
| Admin fee / account holder | $240 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |