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 | $8,306 | $98,750-91.6% | $149,696-94.5% | $79,858-89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 53.98% | 27.43%+26.6pp | 276.60%-222.6pp | 31.71%+22.3pp |
| Employer contribution / active EE | $2,055 | $3,216-36.1% | $4,644-55.7% | $2,471-16.8% |
| Participant deferral / active EE | $3,539 | $5,680-37.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $227 | $6,053-96.3% | $9,309-97.6% | $5,306-95.7% |