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 | $7,113 | $142,405-95.0% | $115,157-93.8% | $152,861-95.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,827 | $4,010-54.4% | $3,179-42.5% | $4,762-61.6% |
| Participant deferral / active EE | $4,812 | $5,164-6.8% | $4,168+15.4% | $5,850-17.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |