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 | $8,431 | $94,752-91.1% | $112,887-92.5% | $139,434-94.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 23.80% | 40.88%-17.1pp | 34.10%-10.3pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,917 | $4,625-58.6% | $4,563-58.0% | $4,751-59.7% |
| Participant deferral / active EE | $2,396 | $6,512-63.2% | $6,513-63.2% | $6,710-64.3% |
| Admin fee / account holder | $27 | $8,527-99.7% | $7,047-99.6% | $11,403-99.8% |