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 | $5,362 | $117,381-95.4% | $99,443-94.6% | $152,861-96.5% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.4%-0.6pp |
| Annual return | 59.68% | 31.87%+27.8pp | 30.72%+29.0pp | 345.32%-285.6pp |
| Employer contribution / active EE | $1,201 | $3,013-60.1% | $2,540-52.7% | $4,762-74.8% |
| Participant deferral / active EE | $1,916 | $4,086-53.1% | $3,619-47.1% | $5,850-67.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |