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 | $7,549 | $100,852-92.5% | $90,404-91.6% | $158,922-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.79% | 1724.20%-1702.4pp | 1293.02%-1271.2pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,060 | $3,689-71.3% | $3,262-67.5% | $4,761-77.7% |
| Participant deferral / active EE | $3,085 | $4,348-29.1% | $3,963-22.2% | $5,982-48.4% |
| Admin fee / account holder | $112 | $6,501-98.3% | $5,611-98.0% | $11,246-99.0% |