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 | $8,548 | $105,181-91.9% | $159,436-94.6% | $85,850-90.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.35% | 45.07%-21.7pp | 263.57%-240.2pp | 318.53%-295.2pp |
| Employer contribution / active EE | $2,396 | $3,318-27.8% | $4,829-50.4% | $2,565-6.6% |
| Participant deferral / active EE | $3,382 | $5,945-43.1% | $7,352-54.0% | $3,952-14.4% |
| Admin fee / account holder | $176 | $6,933-97.5% | $10,799-98.4% | $6,260-97.2% |