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 9-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 | $5,540 | $105,931-94.8% | $81,930-93.2% | $158,922-96.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.08% | 38.17%-19.1pp | 29.49%-10.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,143 | $7,800-85.3% | $4,310-73.5% | $4,761-76.0% |
| Participant deferral / active EE | $1,869 | $13,003-85.6% | $7,107-73.7% | $5,982-68.8% |
| Admin fee / account holder | $124 | $8,489-98.5% | $5,158-97.6% | $11,246-98.9% |