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 | $9,174 | $106,584-91.4% | $101,326-90.9% | $142,382-93.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.98% | 36.93%-10.9pp | 36.82%-10.8pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,655 | $3,956-7.6% | $3,665-0.3% | $4,299-15.0% |
| Participant deferral / active EE | $7,521 | $8,297-9.4% | $7,994-5.9% | $6,507+15.6% |
| Admin fee / account holder | $59 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |