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 | $6,267 | $100,852-93.8% | $90,404-93.1% | $158,922-96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.27% | 1724.20%-1690.9pp | 1293.02%-1259.7pp | 302.83%-269.6pp |
| Employer contribution / active EE | $1,333 | $3,689-63.9% | $3,262-59.1% | $4,761-72.0% |
| Participant deferral / active EE | $2,281 | $4,348-47.5% | $3,963-42.5% | $5,982-61.9% |
| Admin fee / account holder | $14 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |