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 | $10,709 | $127,065-91.6% | $113,168-90.5% | $142,382-92.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.82% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,620 | $3,442-52.9% | $2,975-45.5% | $4,299-62.3% |
| Participant deferral / active EE | $2,379 | $5,716-58.4% | $5,107-53.4% | $6,507-63.4% |
| Admin fee / account holder | $33 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |