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 7-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 | $6,926 | $140,940-95.1% | $112,229-93.8% | $139,434-95.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.67% | 32.71%-16.0pp | 30.20%-13.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,145 | $4,283-73.3% | $3,430-66.6% | $4,751-75.9% |
| Participant deferral / active EE | $1,946 | $5,874-66.9% | $4,798-59.4% | $6,710-71.0% |
| Admin fee / account holder | $149 | $9,954-98.5% | $7,748-98.1% | $11,403-98.7% |