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 | $15,287 | $162,781-90.6% | $133,956-88.6% | $158,922-90.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.20% | 41.94%-14.7pp | 45.09%-17.9pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,572 | $4,975-68.4% | $3,919-59.9% | $4,761-67.0% |
| Participant deferral / active EE | $4,073 | $5,911-31.1% | $5,048-19.3% | $5,982-31.9% |
| Admin fee / account holder | $108 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |