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 | $16,968 | $179,726-90.6% | $156,263-89.1% | $142,382-88.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.92% | 77.86%-54.9pp | 59.47%-36.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,747 | $5,069-65.5% | $4,333-59.7% | $4,299-59.4% |
| Participant deferral / active EE | $2,184 | $6,956-68.6% | $6,158-64.5% | $6,507-66.4% |
| Admin fee / account holder | $23 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |