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 4-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 | $11,139 | $106,515-89.5% | $96,683-88.5% | $139,434-92.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.20% | 38.43%-8.2pp | 35.69%-5.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $2,166 | $4,103-47.2% | $3,737-42.0% | $4,751-54.4% |
| Participant deferral / active EE | $4,676 | $5,454-14.3% | $4,878-4.1% | $6,710-30.3% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |