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 | $18,280 | $176,812-89.7% | $146,665-87.5% | $167,490-89.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.66% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,691 | $5,160-67.2% | $4,136-59.1% | $4,837-65.0% |
| Participant deferral / active EE | $5,190 | $6,440-19.4% | $5,506-5.7% | $6,341-18.1% |
| Admin fee / account holder | $64 | $13,259-99.5% | $10,280-99.4% | $12,309-99.5% |