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 9-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 | $6,946 | $99,020-93.0% | $86,590-92.0% | $147,584-95.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 44.27% | 1312.34%-1268.1pp | 964.84%-920.6pp | 578.55%-534.3pp |
| Employer contribution / active EE | $4,028 | $3,132+28.6% | $2,839+41.8% | $4,876-17.4% |
| Participant deferral / active EE | $2,425 | $3,972-39.0% | $3,609-32.8% | $5,439-55.4% |
| Admin fee / account holder | $202 | $5,710-96.5% | $4,906-95.9% | $10,885-98.1% |