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 6-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 | $14,351 | $179,726-92.0% | $156,263-90.8% | $142,382-89.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.17% | 77.86%-56.7pp | 59.47%-38.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,708 | $5,069-66.3% | $4,333-60.6% | $4,299-60.3% |
| Participant deferral / active EE | $2,090 | $6,956-70.0% | $6,158-66.1% | $6,507-67.9% |
| Admin fee / account holder | $28 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |