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 | $9,874 | $81,632-87.9% | $70,449-86.0% | $158,922-93.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.59% | 208.40%-200.8pp | 109.03%-101.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,175 | $3,217-63.5% | $2,737-57.0% | $4,761-75.3% |
| Participant deferral / active EE | $3,517 | $4,554-22.8% | $3,709-5.2% | $5,982-41.2% |
| Admin fee / account holder | $285 | $6,193-95.4% | $3,845-92.6% | $11,246-97.5% |