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 7-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 | $5,012 | $107,334-95.3% | $92,893-94.6% | $152,861-96.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.20% | 145.58%-132.4pp | 109.41%-96.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $2,757 | $4,221-34.7% | $3,653-24.5% | $4,762-42.1% |
| Participant deferral / active EE | $1,939 | $4,845-60.0% | $4,236-54.2% | $5,850-66.9% |
| Admin fee / account holder | $118 | $7,079-98.3% | $5,794-98.0% | $11,596-99.0% |