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 | $7,613 | $112,881-93.3% | $90,951-91.6% | $158,922-95.2% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 42.69% | 215.79%-173.1pp | 134.60%-91.9pp | 302.83%-260.1pp |
| Employer contribution / active EE | $1,316 | $2,893-54.5% | $2,122-38.0% | $4,761-72.4% |
| Participant deferral / active EE | $2,093 | $4,128-49.3% | $3,373-37.9% | $5,982-65.0% |
| Admin fee / account holder | $24 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |