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 4-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 | $10,285 | $165,984-93.8% | $164,813-93.8% | $145,922-93.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.99% | 100.03%-77.0pp | 69.93%-46.9pp | 561.29%-538.3pp |
| Employer contribution / active EE | $2,947 | $5,273-44.1% | $4,341-32.1% | $4,660-36.8% |
| Participant deferral / active EE | $3,247 | $6,959-53.3% | $6,031-46.2% | $6,688-51.5% |
| Admin fee / account holder | $39 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |