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 | $23,958 | $149,734-84.0% | $118,925-79.9% | $158,922-84.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 39.20% | 19.95%+19.3pp | 35.88%+3.3pp | 302.83%-263.6pp |
| Employer contribution / active EE | $2,951 | $4,115-28.3% | $3,263-9.6% | $4,761-38.0% |
| Participant deferral / active EE | $8,199 | $5,223+57.0% | $4,265+92.2% | $5,982+37.1% |
| Admin fee / account holder | $116 | $8,603-98.6% | $6,581-98.2% | $11,246-99.0% |