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 | $7,392 | $117,983-93.7% | $101,794-92.7% | $142,382-94.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 29.78% | 36.92%-7.1pp | 30.53%-0.7pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,012 | $2,773-63.5% | $2,289-55.8% | $4,299-76.5% |
| Participant deferral / active EE | $5,069 | $4,714+7.5% | $4,084+24.1% | $6,507-22.1% |
| Admin fee / account holder | $130 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |