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 | $9,544 | $112,096-91.5% | $95,952-90.1% | $158,922-94.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.84% | 171.09%-150.3pp | 91.61%-70.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $741 | $3,198-76.8% | $2,541-70.9% | $4,761-84.4% |
| Participant deferral / active EE | $2,511 | $4,784-47.5% | $4,167-39.7% | $5,982-58.0% |
| Admin fee / account holder | $34 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |