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 | $15,834 | $140,940-88.8% | $112,229-85.9% | $139,434-88.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.68% | 32.71%-8.0pp | 30.20%-5.5pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,647 | $4,283-61.5% | $3,430-52.0% | $4,751-65.3% |
| Participant deferral / active EE | $2,349 | $5,874-60.0% | $4,798-51.0% | $6,710-65.0% |
| Admin fee / account holder | $62 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |