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 | $7,415 | $115,770-93.6% | $101,248-92.7% | $158,922-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 140.76% | 56.14%+84.6pp | 46.47%+94.3pp | 302.83%-162.1pp |
| Employer contribution / active EE | $1,813 | $4,175-56.6% | $3,660-50.5% | $4,761-61.9% |
| Participant deferral / active EE | $5,141 | $4,957+3.7% | $4,370+17.6% | $5,982-14.1% |
| Admin fee / account holder | $25 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |