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 | $64,461 | $156,023-58.7% | $161,924-60.2% | $286,844-77.5% |
| Participation rate | 100.0% | 56.3%+43.8pp | 34.6%+65.4pp | 37.6%+62.4pp |
| Annual return | 2.53% | 9.86%-7.3pp | 10.41%-7.9pp | 9.30%-6.8pp |
| Employer contribution / active EE | $18,710 | $35,661-47.5% | $31,248-40.1% | $43,742-57.2% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,130-100.0% | $1,130-100.0% | $12,596-100.0% |