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 4-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 | $8,899 | $214,378-95.8% | $200,582-95.6% | $142,382-93.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.39% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,410 | $6,841-64.8% | $6,419-62.5% | $4,299-43.9% |
| Participant deferral / active EE | $3,073 | $9,865-68.9% | $9,331-67.1% | $6,507-52.8% |
| Admin fee / account holder | $35 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |