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 | $5,798 | $107,334-94.6% | $92,893-93.8% | $152,861-96.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.82% | 145.58%-110.8pp | 109.41%-74.6pp | 345.32%-310.5pp |
| Employer contribution / active EE | $1,335 | $4,221-68.4% | $3,653-63.5% | $4,762-72.0% |
| Participant deferral / active EE | $2,065 | $4,845-57.4% | $4,236-51.3% | $5,850-64.7% |
| Admin fee / account holder | $53 | $7,079-99.2% | $5,794-99.1% | $11,596-99.5% |