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 | $15,962 | $159,602-90.0% | $150,045-89.4% | $142,382-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.32% | 70.24%-42.9pp | 62.55%-35.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $4,643 | $4,961-6.4% | $4,693-1.1% | $4,299+8.0% |
| Participant deferral / active EE | $5,803 | $8,310-30.2% | $7,997-27.4% | $6,507-10.8% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |