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 | $12,642 | $227,553-94.4% | $189,557-93.3% | $167,490-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.48% | 78.40%-54.9pp | 64.17%-40.7pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,503 | $5,316-71.7% | $4,412-65.9% | $4,837-68.9% |
| Participant deferral / active EE | $10,363 | $7,002+48.0% | $6,174+67.9% | $6,341+63.4% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |