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 5-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 | $7,881 | $102,604-92.3% | $86,188-90.9% | $139,434-94.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 25.04% | 1922.51%-1897.5pp | 1168.45%-1143.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,433 | $3,032-52.8% | $2,380-39.8% | $4,751-69.8% |
| Participant deferral / active EE | $1,904 | $4,676-59.3% | $3,985-52.2% | $6,710-71.6% |
| Admin fee / account holder | $18 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |