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 | $7,236 | $157,256-95.4% | $141,162-94.9% | $152,861-95.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 39.51% | 64.32%-24.8pp | 71.39%-31.9pp | 345.32%-305.8pp |
| Employer contribution / active EE | $2,154 | $5,261-59.1% | $4,735-54.5% | $4,762-54.8% |
| Participant deferral / active EE | $2,566 | $7,109-63.9% | $6,709-61.8% | $5,850-56.1% |
| Admin fee / account holder | $13 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |