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 | $4,624 | $111,754-95.9% | $103,333-95.5% | $145,922-96.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,180 | $4,212-72.0% | $3,868-69.5% | $4,660-74.7% |
| Participant deferral / active EE | $1,768 | $5,619-68.5% | $5,057-65.1% | $6,688-73.6% |
| Admin fee / account holder | $128 | $9,750-98.7% | $8,355-98.5% | $13,397-99.0% |