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 | $11,383 | $201,272-94.3% | $184,203-93.8% | $145,922-92.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.22% | 29.00%-6.8pp | 28.81%-6.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $2,640 | $7,022-62.4% | $6,427-58.9% | $4,660-43.3% |
| Participant deferral / active EE | $3,481 | $9,806-64.5% | $9,131-61.9% | $6,688-47.9% |
| Admin fee / account holder | $46 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |