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 6-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 | $6,519 | $100,852-93.5% | $90,404-92.8% | $158,922-95.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.37% | 1724.20%-1697.8pp | 1293.02%-1266.6pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,393 | $3,689-62.2% | $3,262-57.3% | $4,761-70.7% |
| Participant deferral / active EE | $2,074 | $4,348-52.3% | $3,963-47.7% | $5,982-65.3% |
| Admin fee / account holder | $125 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |