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 | $6,099 | $202,318-97.0% | $172,739-96.5% | $152,861-96.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 34.99% | 1029.65%-994.7pp | 802.84%-767.8pp | 345.32%-310.3pp |
| Employer contribution / active EE | $1,806 | $5,856-69.2% | $5,143-64.9% | $4,762-62.1% |
| Participant deferral / active EE | $2,089 | $5,948-64.9% | $5,198-59.8% | $5,850-64.3% |
| Admin fee / account holder | $28 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |