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 | $8,226 | $117,381-93.0% | $99,443-91.7% | $152,861-94.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 43.06% | 31.87%+11.2pp | 30.72%+12.3pp | 345.32%-302.3pp |
| Employer contribution / active EE | $1,564 | $3,013-48.1% | $2,540-38.4% | $4,762-67.2% |
| Participant deferral / active EE | $3,514 | $4,086-14.0% | $3,619-2.9% | $5,850-39.9% |
| Admin fee / account holder | $40 | $7,631-99.5% | $6,250-99.4% | $11,596-99.7% |