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 9-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 | $11,581 | $83,477-86.1% | $125,175-90.7% | $72,985-84.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 30.04% | 25.78%+4.3pp | 43.79%-13.7pp | 81.00%-51.0pp |
| Employer contribution / active EE | $1,702 | $2,345-27.4% | $3,865-56.0% | $2,440-30.3% |
| Participant deferral / active EE | $3,026 | $3,585-15.6% | $4,937-38.7% | $3,607-16.1% |
| Admin fee / account holder | $35 | $5,517-99.4% | $9,702-99.6% | $5,124-99.3% |