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 6-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 | $14,961 | $176,812-91.5% | $146,665-89.8% | $167,490-91.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.77% | 24.03%-8.3pp | 22.74%-7.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,382 | $5,160-53.8% | $4,136-42.4% | $4,837-50.8% |
| Participant deferral / active EE | $4,401 | $6,440-31.7% | $5,506-20.1% | $6,341-30.6% |
| Admin fee / account holder | $146 | $13,259-98.9% | $10,280-98.6% | $12,309-98.8% |