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 8-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 | $6,511 | $165,335-96.1% | $149,696-95.7% | $158,922-95.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 86.56% | 348.15%-261.6pp | 276.60%-190.0pp | 302.83%-216.3pp |
| Employer contribution / active EE | $2,959 | $5,103-42.0% | $4,644-36.3% | $4,761-37.9% |
| Participant deferral / active EE | $3,251 | $7,181-54.7% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $136 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |