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 | $7,306 | $102,616-92.9% | $81,983-91.1% | $158,922-95.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 127.40% | 61.04%+66.4pp | 41.31%+86.1pp | 302.83%-175.4pp |
| Employer contribution / active EE | $1,459 | $3,240-55.0% | $2,498-41.6% | $4,761-69.4% |
| Participant deferral / active EE | $4,265 | $4,648-8.3% | $3,722+14.6% | $5,982-28.7% |
| Admin fee / account holder | $72 | $8,235-99.1% | $5,664-98.7% | $11,246-99.4% |