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 | $10,405 | $183,519-94.3% | $155,509-93.3% | $145,922-92.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.17% | 61.17%-33.0pp | 64.67%-36.5pp | 561.29%-533.1pp |
| Employer contribution / active EE | $1,743 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $4,730 | $6,462-26.8% | $5,626-15.9% | $6,688-29.3% |
| Admin fee / account holder | $199 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |