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 | $16,798 | $179,726-90.7% | $156,263-89.3% | $142,382-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.62% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,892 | $5,069-62.7% | $4,333-56.3% | $4,299-56.0% |
| Participant deferral / active EE | $6,645 | $6,956-4.5% | $6,158+7.9% | $6,507+2.1% |
| Admin fee / account holder | $28 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |