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 | $4,745 | $117,841-96.0% | $102,423-95.4% | $145,922-96.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.76% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,244 | $3,615-65.6% | $3,023-58.9% | $4,660-73.3% |
| Participant deferral / active EE | $1,958 | $5,731-65.8% | $5,053-61.2% | $6,688-70.7% |
| Admin fee / account holder | $27 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |