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 7-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 | $14,428 | $159,602-91.0% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.50% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,070 | $4,961-38.1% | $4,693-34.6% | $4,299-28.6% |
| Participant deferral / active EE | $3,228 | $8,310-61.2% | $7,997-59.6% | $6,507-50.4% |
| Admin fee / account holder | $170 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |