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 | $15,791 | $142,405-88.9% | $115,157-86.3% | $152,861-89.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 66.08% | 41.48%+24.6pp | 35.60%+30.5pp | 345.32%-279.2pp |
| Employer contribution / active EE | $1,224 | $4,010-69.5% | $3,179-61.5% | $4,762-74.3% |
| Participant deferral / active EE | $3,803 | $5,164-26.3% | $4,168-8.8% | $5,850-35.0% |
| Admin fee / account holder | $20 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |