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 | $4,911 | $110,261-95.5% | $95,745-94.9% | $139,434-96.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.55% | 27.11%-3.6pp | 28.35%-4.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,287 | $3,257-60.5% | $2,835-54.6% | $4,751-72.9% |
| Participant deferral / active EE | $2,709 | $4,676-42.1% | $4,245-36.2% | $6,710-59.6% |
| Admin fee / account holder | $54 | $6,613-99.2% | $5,678-99.0% | $11,403-99.5% |