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 6-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 | $10,205 | $115,770-91.2% | $101,248-89.9% | $158,922-93.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.87% | 56.14%-28.3pp | 46.47%-18.6pp | 302.83%-275.0pp |
| Employer contribution / active EE | $1,720 | $4,175-58.8% | $3,660-53.0% | $4,761-63.9% |
| Participant deferral / active EE | $3,404 | $4,957-31.3% | $4,370-22.1% | $5,982-43.1% |
| Admin fee / account holder | $46 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |