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 6-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 | $10,205 | $108,919-90.6% | $100,391-89.8% | $145,922-93.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.09% | 57.88%-38.8pp | 49.20%-30.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,678 | $4,419-62.0% | $3,942-57.4% | $4,660-64.0% |
| Participant deferral / active EE | $9,650 | $8,445+14.3% | $8,082+19.4% | $6,688+44.3% |
| Admin fee / account holder | $261 | $9,689-97.3% | $7,899-96.7% | $13,397-98.1% |