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 | $10,596 | $177,572-94.0% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.01% | 65.07%-31.1pp | 58.88%-24.9pp | 217.08%-183.1pp |
| Employer contribution / active EE | $5,235 | $4,810+8.8% | $4,305+21.6% | $4,299+21.8% |
| Participant deferral / active EE | $6,925 | $6,272+10.4% | $5,540+25.0% | $6,507+6.4% |
| Admin fee / account holder | $207 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |