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 | $18,250 | $117,841-84.5% | $102,423-82.2% | $145,922-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 31.65%-21.3pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,141 | $3,615-13.1% | $3,023+3.9% | $4,660-32.6% |
| Participant deferral / active EE | $3,245 | $5,731-43.4% | $5,053-35.8% | $6,688-51.5% |
| Admin fee / account holder | $191 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |