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 | $17,971 | $110,257-83.7% | $96,544-81.4% | $139,434-87.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 40.78% | 26.32%+14.5pp | 25.84%+14.9pp | 372.94%-332.2pp |
| Employer contribution / active EE | $1,785 | $3,620-50.7% | $2,965-39.8% | $4,751-62.4% |
| Participant deferral / active EE | $8,078 | $5,548+45.6% | $4,851+66.5% | $6,710+20.4% |
| Admin fee / account holder | $24 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |