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 9-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 | $17,642 | $78,672-77.6% | $109,143-83.8% | $85,850-79.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.65% | 25.09%-9.4pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,744 | $2,735+36.9% | $3,722+0.6% | $2,565+46.0% |
| Participant deferral / active EE | $3,612 | $3,467+4.2% | $4,653-22.4% | $3,952-8.6% |
| Admin fee / account holder | $131 | $5,469-97.6% | $6,752-98.1% | $6,260-97.9% |