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 | $7,879 | $210,648-96.3% | $177,989-95.6% | $145,922-94.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.99% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,571 | $4,565-65.6% | $3,949-60.2% | $4,660-66.3% |
| Participant deferral / active EE | $1,730 | $6,958-75.1% | $6,276-72.4% | $6,688-74.1% |
| Admin fee / account holder | $25 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |