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 | $7,793 | $209,411-96.3% | $178,490-95.6% | $158,922-95.1% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 61.99% | 188.75%-126.8pp | 151.07%-89.1pp | 302.83%-240.8pp |
| Employer contribution / active EE | $1,565 | $5,706-72.6% | $5,011-68.8% | $4,761-67.1% |
| Participant deferral / active EE | $3,478 | $5,954-41.6% | $5,202-33.1% | $5,982-41.9% |
| Admin fee / account holder | $104 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |