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 | $7,434 | $165,335-95.5% | $149,696-95.0% | $158,922-95.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.09% | 348.15%-311.1pp | 276.60%-239.5pp | 302.83%-265.7pp |
| Employer contribution / active EE | $1,733 | $5,103-66.0% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $3,438 | $7,181-52.1% | $6,842-49.7% | $5,982-42.5% |
| Admin fee / account holder | $110 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |