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 | $21,440 | $87,013-75.4% | $106,213-79.8% | $80,856-73.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.24% | 17.05%-1.8pp | 116.14%-100.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,283 | $2,395-4.7% | $3,171-28.0% | $2,755-17.1% |
| Participant deferral / active EE | $3,477 | $3,986-12.8% | $5,016-30.7% | $4,296-19.1% |
| Admin fee / account holder | $229 | $8,431-97.3% | $11,033-97.9% | $6,918-96.7% |