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 3-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 | $7,834 | $71,050-89.0% | $93,606-91.6% | $80,856-90.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 234.30% | 11.26%+223.0pp | 133.20%+101.1pp | 35.59%+198.7pp |
| Employer contribution / active EE | $1,444 | $1,564-7.6% | $2,420-40.3% | $2,755-47.6% |
| Participant deferral / active EE | $2,916 | $4,034-27.7% | $4,411-33.9% | $4,296-32.1% |
| Admin fee / account holder | $84 | $6,945-98.8% | $8,285-99.0% | $6,918-98.8% |