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 | $11,269 | $197,591-94.3% | $177,821-93.7% | $158,922-92.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 55.33% | 58.76%-3.4pp | 48.32%+7.0pp | 302.83%-247.5pp |
| Employer contribution / active EE | $2,523 | $6,697-62.3% | $5,918-57.4% | $4,761-47.0% |
| Participant deferral / active EE | $5,908 | $8,405-29.7% | $7,714-23.4% | $5,982-1.2% |
| Admin fee / account holder | $51 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |