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 | $6,998 | $111,754-93.7% | $103,333-93.2% | $145,922-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.89% | 24.77%+12.1pp | 24.88%+12.0pp | 561.29%-524.4pp |
| Employer contribution / active EE | $3,609 | $4,212-14.3% | $3,868-6.7% | $4,660-22.6% |
| Participant deferral / active EE | $6,041 | $5,619+7.5% | $5,057+19.5% | $6,688-9.7% |
| Admin fee / account holder | $1 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |