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 3-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 | $20,622 | $201,272-89.8% | $184,203-88.8% | $145,922-85.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.64% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,720 | $7,022-75.5% | $6,427-73.2% | $4,660-63.1% |
| Participant deferral / active EE | $9,136 | $9,806-6.8% | $9,131+0.1% | $6,688+36.6% |
| Admin fee / account holder | $240 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |