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 | $12,673 | $162,781-92.2% | $133,956-90.5% | $158,922-92.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.50% | 41.94%-20.4pp | 45.09%-23.6pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,936 | $4,975-61.1% | $3,919-50.6% | $4,761-59.3% |
| Participant deferral / active EE | $2,112 | $5,911-64.3% | $5,048-58.2% | $5,982-64.7% |
| Admin fee / account holder | $197 | $11,736-98.3% | $8,927-97.8% | $11,246-98.2% |