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 8-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 | $6,270 | $102,966-93.9% | $90,281-93.1% | $152,861-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.00% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,146 | $3,139-63.5% | $2,854-59.9% | $4,762-75.9% |
| Participant deferral / active EE | $1,964 | $4,281-54.1% | $3,885-49.5% | $5,850-66.4% |
| Admin fee / account holder | $74 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |