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 6-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 | $7,921 | $102,616-92.3% | $81,983-90.3% | $158,922-95.0% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 173.47% | 61.04%+112.4pp | 41.31%+132.2pp | 302.83%-129.4pp |
| Employer contribution / active EE | $1,277 | $3,240-60.6% | $2,498-48.9% | $4,761-73.2% |
| Participant deferral / active EE | $4,200 | $4,648-9.6% | $3,722+12.8% | $5,982-29.8% |
| Admin fee / account holder | $37 | $8,235-99.5% | $5,664-99.3% | $11,246-99.7% |