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 | $39,997 | $138,347-71.1% | $184,203-78.3% | $80,856-50.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.17% | 20.02%-5.9pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,848 | $4,850-61.9% | $6,427-71.2% | $2,755-32.9% |
| Participant deferral / active EE | $8,286 | $7,071+17.2% | $9,131-9.3% | $4,296+92.9% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |