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 9-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 | $6,677 | $105,931-93.7% | $81,930-91.9% | $158,922-95.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 24.60% | 38.17%-13.6pp | 29.49%-4.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,510 | $7,800-80.6% | $4,310-65.0% | $4,761-68.3% |
| Participant deferral / active EE | $3,664 | $13,003-71.8% | $7,107-48.4% | $5,982-38.8% |
| Admin fee / account holder | $294 | $8,489-96.5% | $5,158-94.3% | $11,246-97.4% |