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 3-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 | $15,936 | $159,901-90.0% | $146,958-89.2% | $145,922-89.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 17.25% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,596 | $5,286-50.9% | $4,933-47.4% | $4,660-44.3% |
| Participant deferral / active EE | $6,591 | $8,428-21.8% | $8,070-18.3% | $6,688-1.4% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |