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 | $9,892 | $165,335-94.0% | $149,696-93.4% | $158,922-93.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 3949.28% | 348.15%+3601.1pp | 276.60%+3672.7pp | 302.83%+3646.5pp |
| Employer contribution / active EE | $1,914 | $5,103-62.5% | $4,644-58.8% | $4,761-59.8% |
| Participant deferral / active EE | $2,759 | $7,181-61.6% | $6,842-59.7% | $5,982-53.9% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |