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 | $9,403 | $124,281-92.4% | $109,143-91.4% | $167,490-94.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.57% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,345 | $4,207-68.0% | $3,722-63.9% | $4,837-72.2% |
| Participant deferral / active EE | $2,461 | $5,255-53.2% | $4,653-47.1% | $6,341-61.2% |
| Admin fee / account holder | $177 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |