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 8-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 | $8,032 | $116,175-93.1% | $93,606-91.4% | $152,861-94.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 32.76% | 35.96%-3.2pp | 32.76%0pp | 345.32%-312.6pp |
| Employer contribution / active EE | $1,732 | $3,218-46.2% | $2,718-36.3% | $4,762-63.6% |
| Participant deferral / active EE | $2,621 | $4,603-43.1% | $4,069-35.6% | $5,850-55.2% |
| Admin fee / account holder | $10 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |