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 | $9,474 | $73,933-87.2% | $96,683-90.2% | $75,163-87.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 51.04% | 26.70%+24.3pp | 35.69%+15.3pp | 160.62%-109.6pp |
| Employer contribution / active EE | $2,341 | $2,928-20.1% | $3,737-37.4% | $2,670-12.3% |
| Participant deferral / active EE | $3,084 | $3,659-15.7% | $4,878-36.8% | $4,125-25.2% |
| Admin fee / account holder | $18 | $5,216-99.7% | $6,730-99.7% | $5,651-99.7% |