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 | $6,684 | $106,515-93.7% | $96,683-93.1% | $139,434-95.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.55% | 38.43%-10.9pp | 35.69%-8.1pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,791 | $4,103-56.4% | $3,737-52.1% | $4,751-62.3% |
| Participant deferral / active EE | $2,792 | $5,454-48.8% | $4,878-42.8% | $6,710-58.4% |
| Admin fee / account holder | $37 | $7,877-99.5% | $6,730-99.5% | $11,403-99.7% |