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 | $11,799 | $115,770-89.8% | $101,248-88.3% | $158,922-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 48.31% | 56.14%-7.8pp | 46.47%+1.8pp | 302.83%-254.5pp |
| Employer contribution / active EE | $5,521 | $4,175+32.2% | $3,660+50.9% | $4,761+15.9% |
| Participant deferral / active EE | $6,952 | $4,957+40.2% | $4,370+59.1% | $5,982+16.2% |
| Admin fee / account holder | $175 | $7,245-97.6% | $5,945-97.1% | $11,246-98.4% |