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 | $15,102 | $115,882-87.0% | $100,516-85.0% | $158,922-90.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.18% | 34.79%-15.6pp | 30.89%-11.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,868 | $4,103-30.1% | $3,418-16.1% | $4,761-39.8% |
| Participant deferral / active EE | $6,278 | $6,674-5.9% | $6,270+0.1% | $5,982+4.9% |
| Admin fee / account holder | $46 | $10,995-99.6% | $8,081-99.4% | $11,246-99.6% |