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 | $16,749 | $98,750-83.0% | $149,696-88.8% | $79,858-79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 32.98% | 27.43%+5.6pp | 276.60%-243.6pp | 31.71%+1.3pp |
| Employer contribution / active EE | $2,514 | $3,216-21.9% | $4,644-45.9% | $2,471+1.7% |
| Participant deferral / active EE | $4,298 | $5,680-24.3% | $6,842-37.2% | $3,740+14.9% |
| Admin fee / account holder | $51 | $6,053-99.2% | $9,309-99.5% | $5,306-99.0% |