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 | $22,006 | $109,881-80.0% | $150,045-85.3% | $84,808-74.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.44% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $3,935 | $3,561+10.5% | $4,693-16.2% | $2,631+49.6% |
| Participant deferral / active EE | $3,112 | $6,636-53.1% | $7,997-61.1% | $4,212-26.1% |
| Admin fee / account holder | $240 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |