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 | $50,871 | $297,529-82.9% | $246,525-79.4% | $357,791-85.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 23.14% | -2.25%+25.4pp | 0.46%+22.7pp | 396.79%-373.7pp |
| Employer contribution / active EE | $11,205 | $8,709+28.7% | $7,467+50.1% | $7,508+49.3% |
| Participant deferral / active EE | $13,318 | $6,076+119.2% | $5,422+145.6% | $5,521+141.2% |
| Admin fee / account holder | $0 | $16,212-100.0% | $16,551-100.0% | $28,387-100.0% |