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 | $22,989 | $238,490-90.4% | $180,183-87.2% | $142,382-83.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.57% | 33.56%-18.0pp | 27.86%-12.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,046 | $6,143-50.4% | $5,039-39.6% | $4,299-29.1% |
| Participant deferral / active EE | $4,226 | $7,996-47.1% | $6,822-38.1% | $6,507-35.1% |
| Admin fee / account holder | $33 | $28,866-99.9% | $19,975-99.8% | $12,624-99.7% |