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 | $8,238 | $177,572-95.4% | $154,803-94.7% | $142,382-94.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.57% | 65.07%-37.5pp | 58.88%-31.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,255 | $4,810-73.9% | $4,305-70.8% | $4,299-70.8% |
| Participant deferral / active EE | $3,258 | $6,272-48.0% | $5,540-41.2% | $6,507-49.9% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |