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 4-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 | $19,105 | $95,803-80.1% | $113,168-83.1% | $84,808-77.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.04% | 25.00%-6.0pp | 24.27%-5.2pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,060 | $2,360+29.7% | $2,975+2.8% | $2,631+16.3% |
| Participant deferral / active EE | $3,244 | $4,242-23.5% | $5,107-36.5% | $4,212-23.0% |
| Admin fee / account holder | $284 | $8,989-96.8% | $12,068-97.6% | $7,344-96.1% |