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 | $8,047 | $115,770-93.0% | $101,248-92.1% | $158,922-94.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 31.08% | 56.14%-25.1pp | 46.47%-15.4pp | 302.83%-271.7pp |
| Employer contribution / active EE | $1,453 | $4,175-65.2% | $3,660-60.3% | $4,761-69.5% |
| Participant deferral / active EE | $2,220 | $4,957-55.2% | $4,370-49.2% | $5,982-62.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |