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 | $6,637 | $100,852-93.4% | $90,404-92.7% | $158,922-95.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 33.66% | 1724.20%-1690.5pp | 1293.02%-1259.4pp | 302.83%-269.2pp |
| Employer contribution / active EE | $1,202 | $3,689-67.4% | $3,262-63.2% | $4,761-74.8% |
| Participant deferral / active EE | $3,176 | $4,348-26.9% | $3,963-19.9% | $5,982-46.9% |
| Admin fee / account holder | $80 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |