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 | $11,137 | $157,256-92.9% | $141,162-92.1% | $152,861-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 51.65% | 64.32%-12.7pp | 71.39%-19.7pp | 345.32%-293.7pp |
| Employer contribution / active EE | $1,952 | $5,261-62.9% | $4,735-58.8% | $4,762-59.0% |
| Participant deferral / active EE | $4,966 | $7,109-30.1% | $6,709-26.0% | $5,850-15.1% |
| Admin fee / account holder | $66 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |