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 | $10,275 | $115,770-91.1% | $101,248-89.9% | $158,922-93.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 177.13% | 56.14%+121.0pp | 46.47%+130.7pp | 302.83%-125.7pp |
| Employer contribution / active EE | $960 | $4,175-77.0% | $3,660-73.8% | $4,761-79.8% |
| Participant deferral / active EE | $1,803 | $4,957-63.6% | $4,370-58.7% | $5,982-69.9% |
| Admin fee / account holder | $84 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |