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 | $17,438 | $78,672-77.8% | $109,143-84.0% | $85,850-79.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 22.34% | 25.09%-2.7pp | 25.75%-3.4pp | 318.53%-296.2pp |
| Employer contribution / active EE | $3,233 | $2,735+18.2% | $3,722-13.1% | $2,565+26.0% |
| Participant deferral / active EE | $4,980 | $3,467+43.6% | $4,653+7.0% | $3,952+26.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |