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 5-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 | $14,205 | $163,101-91.3% | $136,749-89.6% | $142,382-90.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.03% | 27.54%-4.5pp | 24.33%-1.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $5,824 | $4,117+41.5% | $3,400+71.3% | $4,299+35.5% |
| Participant deferral / active EE | $2,138 | $5,585-61.7% | $4,692-54.4% | $6,507-67.1% |
| Admin fee / account holder | $75 | $14,318-99.5% | $11,386-99.3% | $12,624-99.4% |