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 | $15,898 | $176,377-91.0% | $134,143-88.1% | $158,922-90.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 39.30% | 63.63%-24.3pp | 36.33%+3.0pp | 302.83%-263.5pp |
| Employer contribution / active EE | $1,753 | $5,040-65.2% | $3,704-52.7% | $4,761-63.2% |
| Participant deferral / active EE | $5,582 | $4,091+36.4% | $3,499+59.5% | $5,982-6.7% |
| Admin fee / account holder | $83 | $8,718-99.1% | $6,684-98.8% | $11,246-99.3% |