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 | $8,473 | $157,256-94.6% | $141,162-94.0% | $152,861-94.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.19% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,290 | $5,261-75.5% | $4,735-72.8% | $4,762-72.9% |
| Participant deferral / active EE | $4,312 | $7,109-39.4% | $6,709-35.7% | $5,850-26.3% |
| Admin fee / account holder | $244 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |