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 8-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 | $11,062 | $227,553-95.1% | $189,557-94.2% | $167,490-93.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 33.25% | 78.40%-45.2pp | 64.17%-30.9pp | 478.56%-445.3pp |
| Employer contribution / active EE | $1,806 | $5,316-66.0% | $4,412-59.1% | $4,837-62.7% |
| Participant deferral / active EE | $3,463 | $7,002-50.5% | $6,174-43.9% | $6,341-45.4% |
| Admin fee / account holder | $167 | $11,878-98.6% | $9,807-98.3% | $12,309-98.6% |