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 | $14,775 | $82,664-82.1% | $125,339-88.2% | $68,494-78.4% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | 30.86% | -5.97%+36.8pp | 572.05%-541.2pp | -7.84%+38.7pp |
| Employer contribution / active EE | $4,134 | $3,381+22.3% | $4,814-14.1% | $2,596+59.2% |
| Participant deferral / active EE | $8,558 | $6,110+40.1% | $7,446+14.9% | $4,027+112.5% |
| Admin fee / account holder | $110 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |