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 | $7,164 | $109,817-93.5% | $98,442-92.7% | $167,490-95.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 38.54% | 1956.69%-1918.2pp | 1492.73%-1454.2pp | 478.56%-440.0pp |
| Employer contribution / active EE | $1,322 | $3,224-59.0% | $2,960-55.3% | $4,837-72.7% |
| Participant deferral / active EE | $2,664 | $4,673-43.0% | $4,276-37.7% | $6,341-58.0% |
| Admin fee / account holder | $100 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |