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 7-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 | $8,553 | $103,376-91.7% | $87,100-90.2% | $152,861-94.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 32.85% | 28.10%+4.8pp | 28.19%+4.7pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,375 | $3,220-57.3% | $2,521-45.4% | $4,762-71.1% |
| Participant deferral / active EE | $3,175 | $4,778-33.6% | $4,049-21.6% | $5,850-45.7% |
| Admin fee / account holder | $17 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |