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 | $7,187 | $202,432-96.4% | $169,368-95.8% | $139,434-94.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.20% | 531.74%-500.5pp | 405.60%-374.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,200 | $4,692-74.4% | $4,013-70.1% | $4,751-74.7% |
| Participant deferral / active EE | $3,140 | $6,938-54.7% | $6,221-49.5% | $6,710-53.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |