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 | $26,083 | $201,272-87.0% | $184,203-85.8% | $145,922-82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.49% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $7,211 | $7,022+2.7% | $6,427+12.2% | $4,660+54.8% |
| Participant deferral / active EE | $4,686 | $9,806-52.2% | $9,131-48.7% | $6,688-29.9% |
| Admin fee / account holder | $181 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |