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 | $8,558 | $110,257-92.2% | $96,544-91.1% | $139,434-93.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 50.05% | 26.32%+23.7pp | 25.84%+24.2pp | 372.94%-322.9pp |
| Employer contribution / active EE | $1,549 | $3,620-57.2% | $2,965-47.8% | $4,751-67.4% |
| Participant deferral / active EE | $4,576 | $5,548-17.5% | $4,851-5.7% | $6,710-31.8% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |