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 | $7,601 | $142,405-94.7% | $115,157-93.4% | $152,861-95.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 80.43% | 41.48%+39.0pp | 35.60%+44.8pp | 345.32%-264.9pp |
| Employer contribution / active EE | $1,222 | $4,010-69.5% | $3,179-61.6% | $4,762-74.3% |
| Participant deferral / active EE | $3,289 | $5,164-36.3% | $4,168-21.1% | $5,850-43.8% |
| Admin fee / account holder | $198 | $8,462-97.7% | $7,088-97.2% | $11,596-98.3% |