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 3-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 | $9,621 | $117,841-91.8% | $102,423-90.6% | $145,922-93.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,237 | $3,615-65.8% | $3,023-59.1% | $4,660-73.5% |
| Participant deferral / active EE | $1,935 | $5,731-66.2% | $5,053-61.7% | $6,688-71.1% |
| Admin fee / account holder | $56 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |