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 | $17,985 | $127,065-85.8% | $113,168-84.1% | $142,382-87.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.28% | 24.03%-2.7pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,053 | $3,442-69.4% | $2,975-64.6% | $4,299-75.5% |
| Participant deferral / active EE | $2,104 | $5,716-63.2% | $5,107-58.8% | $6,507-67.7% |
| Admin fee / account holder | $294 | $15,736-98.1% | $12,068-97.6% | $12,624-97.7% |