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 | $10,810 | $165,984-93.5% | $164,813-93.4% | $145,922-92.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,322 | $5,273-74.9% | $4,341-69.5% | $4,660-71.6% |
| Participant deferral / active EE | $3,995 | $6,959-42.6% | $6,031-33.8% | $6,688-40.3% |
| Admin fee / account holder | $227 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |