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 9-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 | $9,073 | $112,096-91.9% | $95,952-90.5% | $158,922-94.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.74% | 171.09%-159.4pp | 91.61%-79.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,715 | $3,198-46.4% | $2,541-32.5% | $4,761-64.0% |
| Participant deferral / active EE | $4,308 | $4,784-10.0% | $4,167+3.4% | $5,982-28.0% |
| Admin fee / account holder | $206 | $10,130-98.0% | $6,795-97.0% | $11,246-98.2% |