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 | $3,348 | $48,046-93.0% | $84,611-96.0% | $72,985-95.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 31.85% | 37.38%-5.5pp | 258.74%-226.9pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,633 | $1,602+1.9% | $2,652-38.4% | $2,440-33.1% |
| Participant deferral / active EE | $1,753 | $2,680-34.6% | $3,899-55.0% | $3,607-51.4% |
| Admin fee / account holder | $56 | $3,395-98.4% | $4,912-98.9% | $5,124-98.9% |