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 | $10,800 | $177,572-93.9% | $154,803-93.0% | $142,382-92.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.12% | 65.07%-38.9pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,076 | $4,810-56.9% | $4,305-51.8% | $4,299-51.7% |
| Participant deferral / active EE | $3,095 | $6,272-50.7% | $5,540-44.1% | $6,507-52.4% |
| Admin fee / account holder | $66 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |