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 | $5,112 | $92,222-94.5% | $76,768-93.3% | $135,375-96.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 27.69% | 5.46%+22.2pp | 2.43%+25.3pp | 519.73%-492.0pp |
| Employer contribution / active EE | $1,980 | $3,216-38.4% | $2,485-20.3% | $4,779-58.6% |
| Participant deferral / active EE | $2,245 | $4,509-50.2% | $3,852-41.7% | $5,609-60.0% |
| Admin fee / account holder | $39 | $10,748-99.6% | $6,675-99.4% | $10,827-99.6% |