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 10-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 | $7,978 | $77,419-89.7% | $69,455-88.5% | $152,861-94.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 27.76% | 39.06%-11.3pp | 28.97%-1.2pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,462 | $3,315-25.7% | $2,779-11.4% | $4,762-48.3% |
| Participant deferral / active EE | $3,914 | $4,414-11.3% | $3,535+10.7% | $5,850-33.1% |
| Admin fee / account holder | $206 | $6,207-96.7% | $3,839-94.6% | $11,596-98.2% |