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 | $6,423 | $109,817-94.2% | $98,442-93.5% | $167,490-96.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 20.94% | 1956.69%-1935.8pp | 1492.73%-1471.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $688 | $3,224-78.6% | $2,960-76.7% | $4,837-85.8% |
| Participant deferral / active EE | $2,238 | $4,673-52.1% | $4,276-47.7% | $6,341-64.7% |
| Admin fee / account holder | $39 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |