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 | $7,475 | $105,931-92.9% | $81,930-90.9% | $158,922-95.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 54.71% | 38.17%+16.5pp | 29.49%+25.2pp | 302.83%-248.1pp |
| Employer contribution / active EE | $659 | $7,800-91.5% | $4,310-84.7% | $4,761-86.2% |
| Participant deferral / active EE | $5,909 | $13,003-54.6% | $7,107-16.9% | $5,982-1.2% |
| Admin fee / account holder | $2 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |