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 3-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 | $9,124 | $117,983-92.3% | $101,794-91.0% | $142,382-93.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.22% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,309 | $2,773-52.8% | $2,289-42.8% | $4,299-69.6% |
| Participant deferral / active EE | $2,451 | $4,714-48.0% | $4,084-40.0% | $6,507-62.3% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |