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 | $7,049 | $124,281-94.3% | $109,143-93.5% | $167,490-95.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.13% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,680 | $4,207-60.1% | $3,722-54.9% | $4,837-65.3% |
| Participant deferral / active EE | $3,408 | $5,255-35.1% | $4,653-26.8% | $6,341-46.3% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |