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 7-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 | $17,741 | $201,272-91.2% | $184,203-90.4% | $145,922-87.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.96% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,101 | $7,022-55.8% | $6,427-51.8% | $4,660-33.4% |
| Participant deferral / active EE | $5,555 | $9,806-43.3% | $9,131-39.2% | $6,688-16.9% |
| Admin fee / account holder | $271 | $16,364-98.3% | $13,901-98.1% | $13,397-98.0% |