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 | $9,549 | $107,015-91.1% | $73,545-87.0% | $147,584-93.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 19.59% | 38.25%-18.7pp | -15.16%+34.8pp | 578.55%-559.0pp |
| Employer contribution / active EE | $467 | $1,760-73.4% | $1,219-61.7% | $4,876-90.4% |
| Participant deferral / active EE | $1,019 | $2,462-58.6% | $1,806-43.6% | $5,439-81.3% |
| Admin fee / account holder | $38 | $3,055-98.7% | $2,320-98.4% | $10,885-99.6% |