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 | $7,719 | $159,602-95.2% | $150,045-94.9% | $142,382-94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.87% | 70.24%-43.4pp | 62.55%-35.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,139 | $4,961-56.9% | $4,693-54.4% | $4,299-50.3% |
| Participant deferral / active EE | $4,362 | $8,310-47.5% | $7,997-45.5% | $6,507-33.0% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |