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 | $8,802 | $133,922-93.4% | $116,228-92.4% | $142,382-93.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 26.34% | 147.76%-121.4pp | 90.06%-63.7pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,373 | $3,446-60.1% | $2,994-54.1% | $4,299-68.1% |
| Participant deferral / active EE | $2,844 | $5,672-49.9% | $4,953-42.6% | $6,507-56.3% |
| Admin fee / account holder | $174 | $14,945-98.8% | $11,989-98.6% | $12,624-98.6% |