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 5-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 | $13,354 | $159,901-91.6% | $146,958-90.9% | $145,922-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,120 | $5,286-78.8% | $4,933-77.3% | $4,660-76.0% |
| Participant deferral / active EE | $2,921 | $8,428-65.3% | $8,070-63.8% | $6,688-56.3% |
| Admin fee / account holder | $17 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |