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 | $27,133 | $209,411-87.0% | $178,490-84.8% | $158,922-82.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.65% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $10,782 | $5,706+88.9% | $5,011+115.2% | $4,761+126.4% |
| Participant deferral / active EE | $6,218 | $5,954+4.4% | $5,202+19.5% | $5,982+3.9% |
| Admin fee / account holder | $43 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |