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 | $6,023 | $107,934-94.4% | $91,989-93.5% | $152,861-96.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 40.22% | 89.24%-49.0pp | 69.02%-28.8pp | 345.32%-305.1pp |
| Employer contribution / active EE | $1,244 | $4,210-70.4% | $3,452-64.0% | $4,762-73.9% |
| Participant deferral / active EE | $2,362 | $6,364-62.9% | $5,923-60.1% | $5,850-59.6% |
| Admin fee / account holder | $209 | $10,520-98.0% | $7,743-97.3% | $11,596-98.2% |