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 | $9,725 | $49,227-80.2% | $70,449-86.2% | $79,858-87.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 42.81% | 30.06%+12.8pp | 109.03%-66.2pp | 31.71%+11.1pp |
| Employer contribution / active EE | $2,498 | $2,099+19.0% | $2,737-8.7% | $2,471+1.1% |
| Participant deferral / active EE | $4,843 | $2,768+75.0% | $3,709+30.6% | $3,740+29.5% |
| Admin fee / account holder | $267 | $2,878-90.7% | $3,845-93.0% | $5,306-95.0% |