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 | $9,467 | $209,411-95.5% | $178,490-94.7% | $158,922-94.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.69% | 188.75%-135.1pp | 151.07%-97.4pp | 302.83%-249.1pp |
| Employer contribution / active EE | $1,901 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $3,943 | $5,954-33.8% | $5,202-24.2% | $5,982-34.1% |
| Admin fee / account holder | $39 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |