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 | $6,818 | $106,515-93.6% | $96,683-92.9% | $139,434-95.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 37.94% | 38.43%-0.5pp | 35.69%+2.2pp | 372.94%-335.0pp |
| Employer contribution / active EE | $2,204 | $4,103-46.3% | $3,737-41.0% | $4,751-53.6% |
| Participant deferral / active EE | $2,610 | $5,454-52.1% | $4,878-46.5% | $6,710-61.1% |
| Admin fee / account holder | $261 | $7,877-96.7% | $6,730-96.1% | $11,403-97.7% |