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 4-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 | $7,717 | $81,248-90.5% | $155,509-95.0% | $80,856-90.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.67% | 33.31%-10.6pp | 64.67%-42.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $2,420 | $3,100-21.9% | $4,672-48.2% | $2,755-12.2% |
| Participant deferral / active EE | $1,973 | $3,452-42.8% | $5,626-64.9% | $4,296-54.1% |
| Admin fee / account holder | $69 | $7,997-99.1% | $15,912-99.6% | $6,918-99.0% |