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 3-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 | $9,098 | $111,754-91.9% | $103,333-91.2% | $145,922-93.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.11% | 24.77%-0.7pp | 24.88%-0.8pp | 561.29%-537.2pp |
| Employer contribution / active EE | $2,348 | $4,212-44.3% | $3,868-39.3% | $4,660-49.6% |
| Participant deferral / active EE | $5,198 | $5,619-7.5% | $5,057+2.8% | $6,688-22.3% |
| Admin fee / account holder | $27 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |