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 | $7,995 | $111,754-92.8% | $103,333-92.3% | $145,922-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.86% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,600 | $4,212-38.3% | $3,868-32.8% | $4,660-44.2% |
| Participant deferral / active EE | $4,970 | $5,619-11.5% | $5,057-1.7% | $6,688-25.7% |
| Admin fee / account holder | $22 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |