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 | $8,268 | $112,881-92.7% | $90,951-90.9% | $158,922-94.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.67% | 215.79%-190.1pp | 134.60%-108.9pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,307 | $2,893-20.2% | $2,122+8.7% | $4,761-51.5% |
| Participant deferral / active EE | $4,775 | $4,128+15.7% | $3,373+41.6% | $5,982-20.2% |
| Admin fee / account holder | $275 | $8,041-96.6% | $5,959-95.4% | $11,246-97.6% |