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 | $10,976 | $177,572-93.8% | $154,803-92.9% | $142,382-92.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.63% | 65.07%-44.4pp | 58.88%-38.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,950 | $4,810-59.5% | $4,305-54.7% | $4,299-54.6% |
| Participant deferral / active EE | $4,050 | $6,272-35.4% | $5,540-26.9% | $6,507-37.8% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |