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 | $6,925 | $115,882-94.0% | $100,516-93.1% | $158,922-95.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.33% | 34.79%-16.5pp | 30.89%-12.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,438 | $4,103-40.6% | $3,418-28.7% | $4,761-48.8% |
| Participant deferral / active EE | $2,438 | $6,674-63.5% | $6,270-61.1% | $5,982-59.2% |
| Admin fee / account holder | $19 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |