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 6-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 | $15,954 | $86,286-81.5% | $111,297-85.7% | $85,850-81.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 24.29% | 19.99%+4.3pp | 54.65%-30.4pp | 318.53%-294.2pp |
| Employer contribution / active EE | $2,720 | $2,043+33.1% | $2,731-0.4% | $2,565+6.1% |
| Participant deferral / active EE | $6,359 | $3,641+74.7% | $4,487+41.7% | $3,952+60.9% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |