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 | $9,133 | $105,931-91.4% | $81,930-88.9% | $158,922-94.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 20.06% | 38.17%-18.1pp | 29.49%-9.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,373 | $7,800-69.6% | $4,310-45.0% | $4,761-50.2% |
| Participant deferral / active EE | $3,051 | $13,003-76.5% | $7,107-57.1% | $5,982-49.0% |
| Admin fee / account holder | $11 | $8,489-99.9% | $5,158-99.8% | $11,246-99.9% |