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 10-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 | $14,210 | $149,679-90.5% | $117,039-87.9% | $147,584-90.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.32% | 19.31%0pp | 18.95%+0.4pp | 578.55%-559.2pp |
| Employer contribution / active EE | $6,210 | $4,937+25.8% | $3,785+64.1% | $4,876+27.4% |
| Participant deferral / active EE | $1,800 | $4,912-63.4% | $3,929-54.2% | $5,439-66.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |