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 9-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 | $10,607 | $89,355-88.1% | $141,162-92.5% | $72,985-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.07% | 111.85%-81.8pp | 71.39%-41.3pp | 81.00%-50.9pp |
| Employer contribution / active EE | $3,160 | $3,114+1.5% | $4,735-33.3% | $2,440+29.5% |
| Participant deferral / active EE | $2,594 | $5,418-52.1% | $6,709-61.3% | $3,607-28.1% |
| Admin fee / account holder | $208 | $5,958-96.5% | $10,261-98.0% | $5,124-95.9% |