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 | $8,984 | $102,317-91.2% | $146,958-93.9% | $80,856-88.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,360 | $3,713-63.4% | $4,933-72.4% | $2,755-50.6% |
| Participant deferral / active EE | $5,274 | $6,644-20.6% | $8,070-34.6% | $4,296+22.8% |
| Admin fee / account holder | $146 | $7,941-98.2% | $12,998-98.9% | $6,918-97.9% |