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 6-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 | $16,124 | $209,832-92.3% | $189,513-91.5% | $167,490-90.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 17.36% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,548 | $6,914-63.1% | $6,162-58.6% | $4,837-47.3% |
| Participant deferral / active EE | $5,506 | $8,935-38.4% | $8,221-33.0% | $6,341-13.2% |
| Admin fee / account holder | $45 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |