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 | $7,856 | $102,966-92.4% | $90,281-91.3% | $152,861-94.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 35.67% | 95.16%-59.5pp | 78.10%-42.4pp | 345.32%-309.6pp |
| Employer contribution / active EE | $1,863 | $3,139-40.6% | $2,854-34.7% | $4,762-60.9% |
| Participant deferral / active EE | $2,048 | $4,281-52.2% | $3,885-47.3% | $5,850-65.0% |
| Admin fee / account holder | $53 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |