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 5-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 | $4,172 | $106,515-96.1% | $96,683-95.7% | $139,434-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.42% | 38.43%-16.0pp | 35.69%-13.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,170 | $4,103-71.5% | $3,737-68.7% | $4,751-75.4% |
| Participant deferral / active EE | $1,866 | $5,454-65.8% | $4,878-61.7% | $6,710-72.2% |
| Admin fee / account holder | $44 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |