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 5-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 | $6,633 | $150,187-95.6% | $120,354-94.5% | $145,922-95.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.81% | 154.07%-140.3pp | 107.15%-93.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $919 | $4,348-78.9% | $3,463-73.5% | $4,660-80.3% |
| Participant deferral / active EE | $1,524 | $6,173-75.3% | $4,991-69.5% | $6,688-77.2% |
| Admin fee / account holder | $61 | $12,207-99.5% | $9,423-99.4% | $13,397-99.5% |