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 | $13,294 | $159,602-91.7% | $150,045-91.1% | $142,382-90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.87% | 70.24%-39.4pp | 62.55%-31.7pp | 217.08%-186.2pp |
| Employer contribution / active EE | $1,417 | $4,961-71.4% | $4,693-69.8% | $4,299-67.0% |
| Participant deferral / active EE | $6,615 | $8,310-20.4% | $7,997-17.3% | $6,507+1.7% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |