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 | $10,897 | $177,572-93.9% | $154,803-93.0% | $142,382-92.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.11% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,711 | $4,810-64.4% | $4,305-60.3% | $4,299-60.2% |
| Participant deferral / active EE | $7,247 | $6,272+15.6% | $5,540+30.8% | $6,507+11.4% |
| Admin fee / account holder | $35 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |