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 | $9,360 | $157,256-94.0% | $141,162-93.4% | $152,861-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.70% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,400 | $5,261-54.4% | $4,735-49.3% | $4,762-49.6% |
| Participant deferral / active EE | $4,553 | $7,109-36.0% | $6,709-32.1% | $5,850-22.2% |
| Admin fee / account holder | $173 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |