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 | $6,245 | $110,809-94.4% | $86,874-92.8% | $167,490-96.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 19.92% | 116.98%-97.1pp | 63.52%-43.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,160 | $3,244-64.2% | $2,495-53.5% | $4,837-76.0% |
| Participant deferral / active EE | $2,681 | $4,546-41.0% | $3,699-27.5% | $6,341-57.7% |
| Admin fee / account holder | $4 | $8,415-100.0% | $5,828-99.9% | $12,309-100.0% |