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 | $8,843 | $148,534-94.0% | $135,903-93.5% | $139,434-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.13% | 79.19%-30.1pp | 68.23%-19.1pp | 372.94%-323.8pp |
| Employer contribution / active EE | $1,047 | $5,243-80.0% | $4,856-78.4% | $4,751-78.0% |
| Participant deferral / active EE | $5,710 | $8,100-29.5% | $7,758-26.4% | $6,710-14.9% |
| Admin fee / account holder | $47 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |