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 | $7,787 | $156,846-95.0% | $121,098-93.6% | $139,434-94.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 28.60% | 1474.56%-1446.0pp | 985.75%-957.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $696 | $5,536-87.4% | $4,164-83.3% | $4,751-85.4% |
| Participant deferral / active EE | $2,976 | $4,844-38.6% | $4,080-27.0% | $6,710-55.6% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |