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 7-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 | $9,915 | $106,515-90.7% | $96,683-89.7% | $139,434-92.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.59% | 38.43%-14.8pp | 35.69%-12.1pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,376 | $4,103-66.5% | $3,737-63.2% | $4,751-71.0% |
| Participant deferral / active EE | $2,591 | $5,454-52.5% | $4,878-46.9% | $6,710-61.4% |
| Admin fee / account holder | $143 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |