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 | $11,879 | $177,572-93.3% | $154,803-92.3% | $142,382-91.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.02% | 65.07%-37.1pp | 58.88%-30.9pp | 217.08%-189.1pp |
| Employer contribution / active EE | $970 | $4,810-79.8% | $4,305-77.5% | $4,299-77.4% |
| Participant deferral / active EE | $7,286 | $6,272+16.2% | $5,540+31.5% | $6,507+12.0% |
| Admin fee / account holder | $286 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |