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 | $4,029 | $177,572-97.7% | $154,803-97.4% | $142,382-97.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.34% | 65.07%-32.7pp | 58.88%-26.5pp | 217.08%-184.7pp |
| Employer contribution / active EE | $2,654 | $4,810-44.8% | $4,305-38.4% | $4,299-38.3% |
| Participant deferral / active EE | $3,504 | $6,272-44.1% | $5,540-36.8% | $6,507-46.2% |
| Admin fee / account holder | $243 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |