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 | $9,808 | $214,378-95.4% | $200,582-95.1% | $142,382-93.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 33.22% | 46.41%-13.2pp | 42.33%-9.1pp | 217.08%-183.9pp |
| Employer contribution / active EE | $1,667 | $6,841-75.6% | $6,419-74.0% | $4,299-61.2% |
| Participant deferral / active EE | $3,533 | $9,865-64.2% | $9,331-62.1% | $6,507-45.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |