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 5-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 | $9,665 | $89,753-89.2% | $107,525-91.0% | $84,808-88.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.25% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,104 | $3,113-64.5% | $3,754-70.6% | $2,631-58.0% |
| Participant deferral / active EE | $2,711 | $4,056-33.2% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $247 | $7,222-96.6% | $8,919-97.2% | $7,344-96.6% |