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 | $6,280 | $157,256-96.0% | $141,162-95.6% | $152,861-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.63% | 64.32%-36.7pp | 71.39%-43.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,670 | $5,261-68.3% | $4,735-64.7% | $4,762-64.9% |
| Participant deferral / active EE | $2,854 | $7,109-59.9% | $6,709-57.5% | $5,850-51.2% |
| Admin fee / account holder | $146 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |