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 10-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 | $7,664 | $755,339-99.0% | $379,746-98.0% | $158,922-95.2% |
| Participation rate | 0.0% | 81.8%-81.8pp | 78.4%-78.4pp | 82.0%-82.0pp |
| Annual return | 12.33% | 53.41%-41.1pp | 34.90%-22.6pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,982-100.0% |
| Admin fee / account holder | $17 | $14,482-99.9% | $7,927-99.8% | $11,246-99.9% |