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 | $18,854 | $127,065-85.2% | $113,168-83.3% | $142,382-86.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.99% | 24.03%-2.0pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $997 | $3,442-71.0% | $2,975-66.5% | $4,299-76.8% |
| Participant deferral / active EE | $4,124 | $5,716-27.9% | $5,107-19.2% | $6,507-36.6% |
| Admin fee / account holder | $44 | $15,736-99.7% | $12,068-99.6% | $12,624-99.7% |