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 8-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 | $10,944 | $149,734-92.7% | $118,925-90.8% | $158,922-93.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.20% | 19.95%+5.3pp | 35.88%-10.7pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,412 | $4,115-41.4% | $3,263-26.1% | $4,761-49.3% |
| Participant deferral / active EE | $4,407 | $5,223-15.6% | $4,265+3.3% | $5,982-26.3% |
| Admin fee / account holder | $130 | $8,603-98.5% | $6,581-98.0% | $11,246-98.8% |