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 | $13,055 | $116,175-88.8% | $93,606-86.1% | $152,861-91.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 29.04% | 35.96%-6.9pp | 32.76%-3.7pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,601 | $3,218-50.2% | $2,718-41.1% | $4,762-66.4% |
| Participant deferral / active EE | $5,931 | $4,603+28.8% | $4,069+45.8% | $5,850+1.4% |
| Admin fee / account holder | $112 | $10,748-99.0% | $7,888-98.6% | $11,596-99.0% |