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 8-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 | $21,551 | $179,726-88.0% | $156,263-86.2% | $142,382-84.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.76% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,208 | $5,069-56.4% | $4,333-49.0% | $4,299-48.6% |
| Participant deferral / active EE | $2,208 | $6,956-68.3% | $6,158-64.1% | $6,507-66.1% |
| Admin fee / account holder | $197 | $17,272-98.9% | $14,255-98.6% | $12,624-98.4% |