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 3-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 | $13,854 | $74,927-81.5% | $101,794-86.4% | $84,808-83.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 46.50% | 18.70%+27.8pp | 30.53%+16.0pp | 40.90%+5.6pp |
| Employer contribution / active EE | $1,057 | $1,522-30.5% | $2,289-53.8% | $2,631-59.8% |
| Participant deferral / active EE | $5,689 | $3,099+83.6% | $4,084+39.3% | $4,212+35.1% |
| Admin fee / account holder | $25 | $6,514-99.6% | $8,777-99.7% | $7,344-99.7% |