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 | $5,554 | $154,117-96.4% | $129,995-95.7% | $139,434-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 31.14% | 32.48%-1.3pp | -137.18%+168.3pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,324 | $5,289-56.1% | $4,320-46.2% | $4,751-51.1% |
| Participant deferral / active EE | $7,236 | $6,710+7.8% | $5,820+24.3% | $6,710+7.8% |
| Admin fee / account holder | $286 | $14,007-98.0% | $10,614-97.3% | $11,403-97.5% |