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 | $9,731 | $175,202-94.4% | $149,673-93.5% | $139,434-93.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.04% | 166.71%-132.7pp | 134.42%-100.4pp | 372.94%-338.9pp |
| Employer contribution / active EE | $3,688 | $5,474-32.6% | $4,818-23.4% | $4,751-22.4% |
| Participant deferral / active EE | $3,259 | $6,519-50.0% | $5,680-42.6% | $6,710-51.4% |
| Admin fee / account holder | $152 | $16,150-99.1% | $13,210-98.8% | $11,403-98.7% |