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 | $6,061 | $72,177-91.6% | $115,037-94.7% | $59,632-89.8% |
| Participation rate | 98.1% | 72.6%+25.6pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | 12.53% | 12.02%+0.5pp | 26.14%-13.6pp | 2041.28%-2028.8pp |
| Employer contribution / active EE | $2,264 | $2,841-20.3% | $4,608-50.9% | $2,203+2.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $38 | $4,927-99.2% | $8,175-99.5% | $4,297-99.1% |