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 | $10,267 | $117,983-91.3% | $101,794-89.9% | $142,382-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.52% | 36.92%-14.4pp | 30.53%-8.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,132 | $2,773-23.1% | $2,289-6.9% | $4,299-50.4% |
| Participant deferral / active EE | $2,673 | $4,714-43.3% | $4,084-34.6% | $6,507-58.9% |
| Admin fee / account holder | $42 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |