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 | $7,041 | $142,344-95.1% | $119,609-94.1% | $134,475-94.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 11.96% | -12.44%+24.4pp | -14.97%+26.9pp | 417.96%-406.0pp |
| Employer contribution / active EE | $4,531 | $5,222-13.2% | $4,232+7.1% | $4,740-4.4% |
| Participant deferral / active EE | $2,032 | $6,469-68.6% | $5,602-63.7% | $6,400-68.3% |
| Admin fee / account holder | $19 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |