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 | $23,385 | $185,822-87.4% | $169,993-86.2% | $139,434-83.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.91% | 60.50%-21.6pp | 53.37%-14.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $4,335 | $7,590-42.9% | $6,785-36.1% | $4,751-8.8% |
| Participant deferral / active EE | $6,815 | $11,622-41.4% | $10,408-34.5% | $6,710+1.6% |
| Admin fee / account holder | $134 | $15,381-99.1% | $12,815-99.0% | $11,403-98.8% |