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 | $15,776 | $103,376-84.7% | $87,100-81.9% | $152,861-89.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.14% | 28.10%0pp | 28.19%-0.1pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,041 | $3,220-67.7% | $2,521-58.7% | $4,762-78.1% |
| Participant deferral / active EE | $10,205 | $4,778+113.6% | $4,049+152.1% | $5,850+74.4% |
| Admin fee / account holder | $192 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |