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 | $18,002 | $87,013-79.3% | $106,213-83.1% | $80,856-77.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 32.63% | 17.05%+15.6pp | 116.14%-83.5pp | 35.59%-3.0pp |
| Employer contribution / active EE | $827 | $2,395-65.5% | $3,171-73.9% | $2,755-70.0% |
| Participant deferral / active EE | $4,821 | $3,986+20.9% | $5,016-3.9% | $4,296+12.2% |
| Admin fee / account holder | $24 | $8,431-99.7% | $11,033-99.8% | $6,918-99.7% |