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 6-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 | $6,580 | $115,770-94.3% | $101,248-93.5% | $158,922-95.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 242.96% | 56.14%+186.8pp | 46.47%+196.5pp | 302.83%-59.9pp |
| Employer contribution / active EE | $2,047 | $4,175-51.0% | $3,660-44.1% | $4,761-57.0% |
| Participant deferral / active EE | $3,954 | $4,957-20.2% | $4,370-9.5% | $5,982-33.9% |
| Admin fee / account holder | $51 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |