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 | $8,113 | $102,616-92.1% | $81,983-90.1% | $158,922-94.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 36.51% | 61.04%-24.5pp | 41.31%-4.8pp | 302.83%-266.3pp |
| Employer contribution / active EE | $1,272 | $3,240-60.8% | $2,498-49.1% | $4,761-73.3% |
| Participant deferral / active EE | $2,078 | $4,648-55.3% | $3,722-44.2% | $5,982-65.3% |
| Admin fee / account holder | $25 | $8,235-99.7% | $5,664-99.6% | $11,246-99.8% |