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 3-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 | $17,544 | $127,065-86.2% | $113,168-84.5% | $142,382-87.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.15% | 24.03%-1.9pp | 24.27%-2.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,012 | $3,442-12.5% | $2,975+1.2% | $4,299-29.9% |
| Participant deferral / active EE | $3,563 | $5,716-37.7% | $5,107-30.2% | $6,507-45.2% |
| Admin fee / account holder | $28 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |