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 | $10,590 | $210,408-95.0% | $153,485-93.1% | $145,922-92.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.88% | 13.37%+1.5pp | 15.65%-0.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,067 | $6,048-32.8% | $5,039-19.3% | $4,660-12.7% |
| Participant deferral / active EE | $3,500 | $7,975-56.1% | $6,757-48.2% | $6,688-47.7% |
| Admin fee / account holder | $35 | $19,419-99.8% | $12,724-99.7% | $13,397-99.7% |