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 7-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 | $4,211 | $65,365-93.6% | $92,893-95.5% | $72,985-94.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 37.09% | 42.10%-5.0pp | 109.41%-72.3pp | 81.00%-43.9pp |
| Employer contribution / active EE | $1,182 | $2,594-54.4% | $3,653-67.6% | $2,440-51.5% |
| Participant deferral / active EE | $1,531 | $3,128-51.1% | $4,236-63.9% | $3,607-57.6% |
| Admin fee / account holder | $196 | $4,251-95.4% | $5,794-96.6% | $5,124-96.2% |