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 | $7,027 | $180,028-96.1% | $138,135-94.9% | $158,922-95.6% |
| Participation rate | 91.3% | 82.2%+9.1pp | 78.7%+12.6pp | 82.0%+9.3pp |
| Annual return | 84.57% | 21.68%+62.9pp | 20.51%+64.1pp | 302.83%-218.3pp |
| Employer contribution / active EE | $2,135 | $7,470-71.4% | $5,587-61.8% | $4,761-55.2% |
| Participant deferral / active EE | $4,408 | $7,717-42.9% | $6,431-31.5% | $5,982-26.3% |
| Admin fee / account holder | $251 | $17,912-98.6% | $11,856-97.9% | $11,246-97.8% |