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 | $7,652 | $226,064-96.6% | $182,532-95.8% | $152,861-95.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 48.87% | 192.51%-143.6pp | 148.54%-99.7pp | 345.32%-296.4pp |
| Employer contribution / active EE | $1,535 | $4,978-69.2% | $4,076-62.3% | $4,762-67.8% |
| Participant deferral / active EE | $3,875 | $6,368-39.1% | $5,524-29.9% | $5,850-33.8% |
| Admin fee / account holder | $172 | $10,703-98.4% | $8,592-98.0% | $11,596-98.5% |