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 5-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 | $9,145 | $105,126-91.3% | $94,646-90.3% | $139,434-93.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.37% | 38.03%-10.7pp | 156.71%-129.3pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,699 | $4,106-58.6% | $3,672-53.7% | $4,751-64.2% |
| Participant deferral / active EE | $3,133 | $7,599-58.8% | $7,418-57.8% | $6,710-53.3% |
| Admin fee / account holder | $15 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |