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 | $7,666 | $114,381-93.3% | $107,525-92.9% | $142,382-94.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.67% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,002 | $4,015-75.0% | $3,754-73.3% | $4,299-76.7% |
| Participant deferral / active EE | $1,639 | $5,564-70.5% | $5,116-68.0% | $6,507-74.8% |
| Admin fee / account holder | $47 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |