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 3-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 | $8,797 | $114,381-92.3% | $107,525-91.8% | $142,382-93.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.26% | 242.71%-220.4pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,802 | $4,015-55.1% | $3,754-52.0% | $4,299-58.1% |
| Participant deferral / active EE | $3,325 | $5,564-40.2% | $5,116-35.0% | $6,507-48.9% |
| Admin fee / account holder | $109 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |