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 6-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 | $7,046 | $124,185-94.3% | $108,410-93.5% | $167,490-95.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.65% | 1379.64%-1350.0pp | 905.27%-875.6pp | 478.56%-448.9pp |
| Employer contribution / active EE | $1,096 | $4,187-73.8% | $3,558-69.2% | $4,837-77.3% |
| Participant deferral / active EE | $4,227 | $6,908-38.8% | $6,563-35.6% | $6,341-33.3% |
| Admin fee / account holder | $9 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |