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 | $6,723 | $177,572-96.2% | $154,803-95.7% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.52% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,385 | $4,810-71.2% | $4,305-67.8% | $4,299-67.8% |
| Participant deferral / active EE | $1,738 | $6,272-72.3% | $5,540-68.6% | $6,507-73.3% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |