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 8-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 | $15,595 | $65,365-76.1% | $92,893-83.2% | $72,985-78.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 128.80% | 42.10%+86.7pp | 109.41%+19.4pp | 81.00%+47.8pp |
| Employer contribution / active EE | $1,703 | $2,594-34.4% | $3,653-53.4% | $2,440-30.2% |
| Participant deferral / active EE | $3,298 | $3,128+5.4% | $4,236-22.1% | $3,607-8.6% |
| Admin fee / account holder | $158 | $4,251-96.3% | $5,794-97.3% | $5,124-96.9% |