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 | $7,428 | $105,931-93.0% | $81,930-90.9% | $158,922-95.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 124.05% | 38.17%+85.9pp | 29.49%+94.6pp | 302.83%-178.8pp |
| Employer contribution / active EE | $5,051 | $7,800-35.2% | $4,310+17.2% | $4,761+6.1% |
| Participant deferral / active EE | $8,762 | $13,003-32.6% | $7,107+23.3% | $5,982+46.5% |
| Admin fee / account holder | $5 | $8,489-99.9% | $5,158-99.9% | $11,246-100.0% |