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 | $12,908 | $118,849-89.1% | $96,562-86.6% | $167,490-92.3% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 20.06% | 50.49%-30.4pp | 37.78%-17.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,581 | $3,120-49.3% | $2,356-32.9% | $4,837-67.3% |
| Participant deferral / active EE | $1,581 | $4,616-65.7% | $3,849-58.9% | $6,341-75.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |