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 6-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 | $7,596 | $114,047-93.3% | $96,139-92.1% | $167,490-95.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.21% | 189.88%-168.7pp | 191.94%-170.7pp | 478.56%-457.4pp |
| Employer contribution / active EE | $2,313 | $3,427-32.5% | $2,797-17.3% | $4,837-52.2% |
| Participant deferral / active EE | $2,262 | $5,194-56.5% | $4,349-48.0% | $6,341-64.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |