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 | $15,488 | $148,534-89.6% | $135,903-88.6% | $139,434-88.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.99% | 79.19%-52.2pp | 68.23%-41.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,834 | $5,243-65.0% | $4,856-62.2% | $4,751-61.4% |
| Participant deferral / active EE | $8,633 | $8,100+6.6% | $7,758+11.3% | $6,710+28.7% |
| Admin fee / account holder | $136 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |