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 10-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 | $6,697 | $105,998-93.7% | $92,233-92.7% | $147,584-95.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 35.63% | 50.05%-14.4pp | 176.28%-140.6pp | 578.55%-542.9pp |
| Employer contribution / active EE | $1,760 | $4,333-59.4% | $3,679-52.2% | $4,876-63.9% |
| Participant deferral / active EE | $3,578 | $4,478-20.1% | $3,897-8.2% | $5,439-34.2% |
| Admin fee / account holder | $27 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |