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 | $8,234 | $159,602-94.8% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.07% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,512 | $4,961-49.4% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $3,109 | $8,310-62.6% | $7,997-61.1% | $6,507-52.2% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |