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 | $6,784 | $115,770-94.1% | $101,248-93.3% | $158,922-95.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 335.08% | 56.14%+278.9pp | 46.47%+288.6pp | 302.83%+32.3pp |
| Employer contribution / active EE | $948 | $4,175-77.3% | $3,660-74.1% | $4,761-80.1% |
| Participant deferral / active EE | $4,509 | $4,957-9.0% | $4,370+3.2% | $5,982-24.6% |
| Admin fee / account holder | $17 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |