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 6-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 | $6,685 | $110,257-93.9% | $96,544-93.1% | $139,434-95.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.16% | 26.32%-15.2pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,138 | $3,620-68.6% | $2,965-61.6% | $4,751-76.0% |
| Participant deferral / active EE | $2,360 | $5,548-57.5% | $4,851-51.3% | $6,710-64.8% |
| Admin fee / account holder | $247 | $11,591-97.9% | $8,252-97.0% | $11,403-97.8% |