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 | $13,001 | $107,934-88.0% | $91,989-85.9% | $152,861-91.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 31.49% | 89.24%-57.8pp | 69.02%-37.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $1,923 | $4,210-54.3% | $3,452-44.3% | $4,762-59.6% |
| Participant deferral / active EE | $5,510 | $6,364-13.4% | $5,923-7.0% | $5,850-5.8% |
| Admin fee / account holder | $51 | $10,520-99.5% | $7,743-99.3% | $11,596-99.6% |