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 | $11,588 | $129,942-91.1% | $104,294-88.9% | $134,475-91.4% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | 25.26% | 42.03%-16.8pp | 24.61%+0.7pp | 417.96%-392.7pp |
| Employer contribution / active EE | $3,026 | $4,184-27.7% | $3,372-10.3% | $4,740-36.2% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |