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 | $11,006 | $112,881-90.3% | $90,951-87.9% | $158,922-93.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.34% | 215.79%-190.5pp | 134.60%-109.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,581 | $2,893-45.4% | $2,122-25.5% | $4,761-66.8% |
| Participant deferral / active EE | $2,037 | $4,128-50.7% | $3,373-39.6% | $5,982-66.0% |
| Admin fee / account holder | $224 | $8,041-97.2% | $5,959-96.2% | $11,246-98.0% |