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 4-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 | $6,691 | $148,534-95.5% | $135,903-95.1% | $139,434-95.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 71.49% | 79.19%-7.7pp | 68.23%+3.3pp | 372.94%-301.4pp |
| Employer contribution / active EE | $3,387 | $5,243-35.4% | $4,856-30.2% | $4,751-28.7% |
| Participant deferral / active EE | $3,793 | $8,100-53.2% | $7,758-51.1% | $6,710-43.5% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |