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 | $11,404 | $90,503-87.4% | $78,689-85.5% | $273,961-95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.79% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $820 | $3,176-74.2% | $2,851-71.2% | $4,869-83.2% |
| Participant deferral / active EE | $1,003 | $3,901-74.3% | $3,517-71.5% | $5,287-81.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |