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 | $9,672 | $110,257-91.2% | $96,544-90.0% | $139,434-93.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.05% | 26.32%-6.3pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,122 | $3,620-69.0% | $2,965-62.2% | $4,751-76.4% |
| Participant deferral / active EE | $1,905 | $5,548-65.7% | $4,851-60.7% | $6,710-71.6% |
| Admin fee / account holder | $39 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |