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 | $4,742 | $165,335-97.1% | $149,696-96.8% | $158,922-97.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 61.30% | 348.15%-286.8pp | 276.60%-215.3pp | 302.83%-241.5pp |
| Employer contribution / active EE | $1,221 | $5,103-76.1% | $4,644-73.7% | $4,761-74.4% |
| Participant deferral / active EE | $2,426 | $7,181-66.2% | $6,842-64.5% | $5,982-59.4% |
| Admin fee / account holder | $13 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |