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 | $9,514 | $111,754-91.5% | $103,333-90.8% | $145,922-93.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.72% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,955 | $4,212-53.6% | $3,868-49.5% | $4,660-58.0% |
| Participant deferral / active EE | $2,213 | $5,619-60.6% | $5,057-56.2% | $6,688-66.9% |
| Admin fee / account holder | $41 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |