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 | $13,438 | $65,041-79.3% | $90,951-85.2% | $79,858-83.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 22.18% | 30.45%-8.3pp | 134.60%-112.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,524 | $1,247+102.4% | $2,122+18.9% | $2,471+2.1% |
| Participant deferral / active EE | $4,709 | $2,512+87.4% | $3,373+39.6% | $3,740+25.9% |
| Admin fee / account holder | $54 | $4,536-98.8% | $5,959-99.1% | $5,306-99.0% |