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 | $6,205 | $165,335-96.2% | $149,696-95.9% | $158,922-96.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.22% | 348.15%-317.9pp | 276.60%-246.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $2,775 | $5,103-45.6% | $4,644-40.2% | $4,761-41.7% |
| Participant deferral / active EE | $3,895 | $7,181-45.8% | $6,842-43.1% | $5,982-34.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |