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 5-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 | $6,618 | $124,319-94.7% | $111,297-94.1% | $167,490-96.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.35% | 37.44%-20.1pp | 54.65%-37.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,216 | $3,435-64.6% | $2,731-55.5% | $4,837-74.9% |
| Participant deferral / active EE | $1,824 | $5,180-64.8% | $4,487-59.4% | $6,341-71.2% |
| Admin fee / account holder | $62 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |