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 | $7,554 | $121,625-93.8% | $104,607-92.8% | $158,922-95.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 28.07% | 465.26%-437.2pp | 340.46%-312.4pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,508 | $3,163-52.3% | $2,681-43.8% | $4,761-68.3% |
| Participant deferral / active EE | $2,507 | $4,177-40.0% | $3,740-33.0% | $5,982-58.1% |
| Admin fee / account holder | $35 | $7,787-99.5% | $6,473-99.5% | $11,246-99.7% |