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 5-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 | $9,605 | $163,101-94.1% | $136,749-93.0% | $142,382-93.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.66% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $861 | $4,117-79.1% | $3,400-74.7% | $4,299-80.0% |
| Participant deferral / active EE | $1,473 | $5,585-73.6% | $4,692-68.6% | $6,507-77.4% |
| Admin fee / account holder | $101 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |