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 | $12,291 | $116,175-89.4% | $93,606-86.9% | $152,861-92.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 36.93% | 35.96%+1.0pp | 32.76%+4.2pp | 345.32%-308.4pp |
| Employer contribution / active EE | $1,971 | $3,218-38.7% | $2,718-27.5% | $4,762-58.6% |
| Participant deferral / active EE | $4,730 | $4,603+2.8% | $4,069+16.3% | $5,850-19.1% |
| Admin fee / account holder | $50 | $10,748-99.5% | $7,888-99.4% | $11,596-99.6% |