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 8-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 | $20,373 | $116,175-82.5% | $93,606-78.2% | $152,861-86.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.25% | 35.96%-8.7pp | 32.76%-5.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,876 | $3,218-41.7% | $2,718-31.0% | $4,762-60.6% |
| Participant deferral / active EE | $7,710 | $4,603+67.5% | $4,069+89.5% | $5,850+31.8% |
| Admin fee / account holder | $45 | $10,748-99.6% | $7,888-99.4% | $11,596-99.6% |