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 8-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 | $14,546 | $111,301-86.9% | $112,977-87.1% | $158,922-90.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.67% | 26.40%-10.7pp | 24.24%-8.6pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,765 | $4,471-60.5% | $4,255-58.5% | $4,761-62.9% |
| Participant deferral / active EE | $2,031 | $5,880-65.5% | $5,836-65.2% | $5,982-66.0% |
| Admin fee / account holder | $7 | $8,392-99.9% | $6,294-99.9% | $11,246-99.9% |