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 | $15,084 | $79,944-81.1% | $98,439-84.7% | $75,163-79.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 24.54% | 19.75%+4.8pp | 21.16%+3.4pp | 160.62%-136.1pp |
| Employer contribution / active EE | $2,356 | $2,264+4.1% | $3,048-22.7% | $2,670-11.8% |
| Participant deferral / active EE | $3,611 | $3,752-3.8% | $4,738-23.8% | $4,125-12.5% |
| Admin fee / account holder | $89 | $6,840-98.7% | $8,948-99.0% | $5,651-98.4% |