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 8-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 | $6,279 | $157,256-96.0% | $141,162-95.6% | $152,861-95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 57.74% | 64.32%-6.6pp | 71.39%-13.6pp | 345.32%-287.6pp |
| Employer contribution / active EE | $2,222 | $5,261-57.8% | $4,735-53.1% | $4,762-53.3% |
| Participant deferral / active EE | $2,590 | $7,109-63.6% | $6,709-61.4% | $5,850-55.7% |
| Admin fee / account holder | $26 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |