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 | $7,438 | $162,781-95.4% | $133,956-94.4% | $158,922-95.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 136.76% | 41.94%+94.8pp | 45.09%+91.7pp | 302.83%-166.1pp |
| Employer contribution / active EE | $2,046 | $4,975-58.9% | $3,919-47.8% | $4,761-57.0% |
| Participant deferral / active EE | $4,445 | $5,911-24.8% | $5,048-11.9% | $5,982-25.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |