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 | $13,518 | $172,478-92.2% | $145,661-90.7% | $142,382-90.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 29.81% | 151.09%-121.3pp | 101.46%-71.7pp | 217.08%-187.3pp |
| Employer contribution / active EE | $855 | $4,899-82.5% | $4,238-79.8% | $4,299-80.1% |
| Participant deferral / active EE | $7,097 | $8,348-15.0% | $7,198-1.4% | $6,507+9.1% |
| Admin fee / account holder | $16 | $16,864-99.9% | $12,466-99.9% | $12,624-99.9% |