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 3-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 | $17,656 | $109,881-83.9% | $150,045-88.2% | $84,808-79.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.04% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,770 | $3,561-50.3% | $4,693-62.3% | $2,631-32.7% |
| Participant deferral / active EE | $4,480 | $6,636-32.5% | $7,997-44.0% | $4,212+6.4% |
| Admin fee / account holder | $143 | $8,568-98.3% | $13,435-98.9% | $7,344-98.1% |