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 | $12,546 | $71,050-82.3% | $93,606-86.6% | $80,856-84.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.76% | 11.26%+3.5pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,839 | $1,564+17.6% | $2,420-24.0% | $2,755-33.2% |
| Participant deferral / active EE | $2,174 | $4,034-46.1% | $4,411-50.7% | $4,296-49.4% |
| Admin fee / account holder | $173 | $6,945-97.5% | $8,285-97.9% | $6,918-97.5% |