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 7-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 | $9,805 | $81,208-87.9% | $98,907-90.1% | $79,858-87.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.95% | 60.99%-43.0pp | 196.43%-178.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,433 | $1,960+75.2% | $2,689+27.7% | $2,471+39.0% |
| Participant deferral / active EE | $3,151 | $3,265-3.5% | $4,244-25.8% | $3,740-15.8% |
| Admin fee / account holder | $220 | $6,013-96.3% | $6,642-96.7% | $5,306-95.9% |