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 7-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 | $16,318 | $157,256-89.6% | $141,162-88.4% | $152,861-89.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.31% | 64.32%-31.0pp | 71.39%-38.1pp | 345.32%-312.0pp |
| Employer contribution / active EE | $1,620 | $5,261-69.2% | $4,735-65.8% | $4,762-66.0% |
| Participant deferral / active EE | $6,426 | $7,109-9.6% | $6,709-4.2% | $5,850+9.8% |
| Admin fee / account holder | $181 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |