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 | $16,183 | $159,602-89.9% | $150,045-89.2% | $142,382-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.08% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,277 | $4,961-54.1% | $4,693-51.5% | $4,299-47.0% |
| Participant deferral / active EE | $5,864 | $8,310-29.4% | $7,997-26.7% | $6,507-9.9% |
| Admin fee / account holder | $63 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |