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 | $18,347 | $201,272-90.9% | $184,203-90.0% | $145,922-87.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.52% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,935 | $7,022-72.4% | $6,427-69.9% | $4,660-58.5% |
| Participant deferral / active EE | $5,670 | $9,806-42.2% | $9,131-37.9% | $6,688-15.2% |
| Admin fee / account holder | $128 | $16,364-99.2% | $13,901-99.1% | $13,397-99.0% |