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 | $13,469 | $149,734-91.0% | $118,925-88.7% | $158,922-91.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.40% | 19.95%+0.5pp | 35.88%-15.5pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,756 | $4,115-57.3% | $3,263-46.2% | $4,761-63.1% |
| Participant deferral / active EE | $4,672 | $5,223-10.5% | $4,265+9.6% | $5,982-21.9% |
| Admin fee / account holder | $19 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |