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 | $13,065 | $148,534-91.2% | $135,903-90.4% | $139,434-90.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.91% | 79.19%-38.3pp | 68.23%-27.3pp | 372.94%-332.0pp |
| Employer contribution / active EE | $3,449 | $5,243-34.2% | $4,856-29.0% | $4,751-27.4% |
| Participant deferral / active EE | $5,007 | $8,100-38.2% | $7,758-35.5% | $6,710-25.4% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |