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 | $10,674 | $165,984-93.6% | $164,813-93.5% | $145,922-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.72% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,452 | $5,273-53.5% | $4,341-43.5% | $4,660-47.4% |
| Participant deferral / active EE | $4,224 | $6,959-39.3% | $6,031-30.0% | $6,688-36.8% |
| Admin fee / account holder | $236 | $16,648-98.6% | $12,690-98.1% | $13,397-98.2% |