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 | $7,200 | $106,515-93.2% | $96,683-92.6% | $139,434-94.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.67% | 38.43%-16.8pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,312 | $4,103-68.0% | $3,737-64.9% | $4,751-72.4% |
| Participant deferral / active EE | $2,870 | $5,454-47.4% | $4,878-41.2% | $6,710-57.2% |
| Admin fee / account holder | $111 | $7,877-98.6% | $6,730-98.4% | $11,403-99.0% |