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 | $6,731 | $179,726-96.3% | $156,263-95.7% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.95% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,147 | $5,069-57.6% | $4,333-50.4% | $4,299-50.1% |
| Participant deferral / active EE | $6,452 | $6,956-7.3% | $6,158+4.8% | $6,507-0.9% |
| Admin fee / account holder | $104 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |