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 4-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 | $5,275 | $110,257-95.2% | $96,544-94.5% | $139,434-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.51% | 26.32%+2.2pp | 25.84%+2.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $2,276 | $3,620-37.1% | $2,965-23.2% | $4,751-52.1% |
| Participant deferral / active EE | $3,338 | $5,548-39.8% | $4,851-31.2% | $6,710-50.3% |
| Admin fee / account holder | $132 | $11,591-98.9% | $8,252-98.4% | $11,403-98.8% |