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 3-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 | $6,526 | $114,381-94.3% | $107,525-93.9% | $142,382-95.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.05% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,130 | $4,015-71.9% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $1,992 | $5,564-64.2% | $5,116-61.1% | $6,507-69.4% |
| Admin fee / account holder | $139 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |