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 7-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 | $6,498 | $112,096-94.2% | $95,952-93.2% | $158,922-95.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.21% | 171.09%-162.9pp | 91.61%-83.4pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,202 | $3,198-31.1% | $2,541-13.3% | $4,761-53.8% |
| Participant deferral / active EE | $3,748 | $4,784-21.7% | $4,167-10.1% | $5,982-37.3% |
| Admin fee / account holder | $131 | $10,130-98.7% | $6,795-98.1% | $11,246-98.8% |