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 6-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 | $4,597 | $77,899-94.1% | $149,673-96.9% | $75,163-93.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.52% | 31.72%-11.2pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $642 | $3,137-79.5% | $4,818-86.7% | $2,670-76.0% |
| Participant deferral / active EE | $1,911 | $3,411-44.0% | $5,680-66.4% | $4,125-53.7% |
| Admin fee / account holder | $237 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |