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 3-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 | $7,264 | $210,648-96.6% | $177,989-95.9% | $145,922-95.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.73% | 385.86%-366.1pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,454 | $4,565-68.1% | $3,949-63.2% | $4,660-68.8% |
| Participant deferral / active EE | $2,181 | $6,958-68.7% | $6,276-65.2% | $6,688-67.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |