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 7-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 | $5,287 | $49,227-89.3% | $70,449-92.5% | $79,858-93.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 35.14% | 30.06%+5.1pp | 109.03%-73.9pp | 31.71%+3.4pp |
| Employer contribution / active EE | $2,486 | $2,099+18.5% | $2,737-9.1% | $2,471+0.6% |
| Participant deferral / active EE | $1,977 | $2,768-28.6% | $3,709-46.7% | $3,740-47.1% |
| Admin fee / account holder | $192 | $2,878-93.3% | $3,845-95.0% | $5,306-96.4% |