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 | $6,000 | $159,602-96.2% | $150,045-96.0% | $142,382-95.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 55.50% | 70.24%-14.7pp | 62.55%-7.1pp | 217.08%-161.6pp |
| Employer contribution / active EE | $1,059 | $4,961-78.6% | $4,693-77.4% | $4,299-75.4% |
| Participant deferral / active EE | $2,847 | $8,310-65.7% | $7,997-64.4% | $6,507-56.2% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |