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 3-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 | $6,030 | $175,202-96.6% | $149,673-96.0% | $139,434-95.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.87% | 166.71%-129.8pp | 134.42%-97.5pp | 372.94%-336.1pp |
| Employer contribution / active EE | $1,575 | $5,474-71.2% | $4,818-67.3% | $4,751-66.9% |
| Participant deferral / active EE | $2,575 | $6,519-60.5% | $5,680-54.7% | $6,710-61.6% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |