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 | $8,007 | $81,208-90.1% | $98,907-91.9% | $79,858-90.0% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 26.04% | 60.99%-35.0pp | 196.43%-170.4pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,438 | $1,960-26.6% | $2,689-46.5% | $2,471-41.8% |
| Participant deferral / active EE | $3,430 | $3,265+5.0% | $4,244-19.2% | $3,740-8.3% |
| Admin fee / account holder | $28 | $6,013-99.5% | $6,642-99.6% | $5,306-99.5% |