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 | $6,073 | $117,983-94.9% | $101,794-94.0% | $142,382-95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.62% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,052 | $2,773-62.0% | $2,289-54.0% | $4,299-75.5% |
| Participant deferral / active EE | $1,466 | $4,714-68.9% | $4,084-64.1% | $6,507-77.5% |
| Admin fee / account holder | $187 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |