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 6-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 | $9,485 | $115,770-91.8% | $101,248-90.6% | $158,922-94.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.73% | 56.14%-44.4pp | 46.47%-34.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,037 | $4,175-75.2% | $3,660-71.7% | $4,761-78.2% |
| Participant deferral / active EE | $1,410 | $4,957-71.5% | $4,370-67.7% | $5,982-76.4% |
| Admin fee / account holder | $97 | $7,245-98.7% | $5,945-98.4% | $11,246-99.1% |