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 4-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 | $6,530 | $99,918-93.5% | $81,382-92.0% | $145,922-95.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 14.38% | 34.32%-19.9pp | 24.73%-10.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,423 | $2,978-52.2% | $2,463-42.2% | $4,660-69.5% |
| Participant deferral / active EE | $2,155 | $4,605-53.2% | $3,883-44.5% | $6,688-67.8% |
| Admin fee / account holder | $14 | $8,212-99.8% | $5,768-99.8% | $13,397-99.9% |