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 | $18,302 | $217,402-91.6% | $185,823-90.2% | $167,490-89.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.09% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,258 | $5,873-61.6% | $5,167-56.3% | $4,837-53.3% |
| Participant deferral / active EE | $5,571 | $6,356-12.3% | $5,568+0.1% | $6,341-12.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |