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 6-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 | $13,376 | $217,402-93.8% | $185,823-92.8% | $167,490-92.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.77% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,780 | $5,873-69.7% | $5,167-65.6% | $4,837-63.2% |
| Participant deferral / active EE | $4,453 | $6,356-29.9% | $5,568-20.0% | $6,341-29.8% |
| Admin fee / account holder | $298 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |