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 | $12,468 | $183,519-93.2% | $155,509-92.0% | $145,922-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,486 | $5,313-53.2% | $4,672-46.8% | $4,660-46.7% |
| Participant deferral / active EE | $5,339 | $6,462-17.4% | $5,626-5.1% | $6,688-20.2% |
| Admin fee / account holder | $43 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |