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 4-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 | $86,953 | $350,135-75.2% | $120,293-27.7% | $350,135-75.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 83.3%+16.7pp | 79.0%+21.0pp |
| Annual return | 6.34% | 11.86%-5.5pp | 40.97%-34.6pp | 11.86%-5.5pp |
| Employer contribution / active EE | $7,123 | $12,925-44.9% | $3,911+82.1% | $12,925-44.9% |
| Participant deferral / active EE | $12,167 | $4,976+144.5% | $3,180+282.6% | $4,976+144.5% |
| Admin fee / account holder | $0 | $23,717-100.0% | $1,724-100.0% | $23,717-100.0% |