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 | $31,459 | $209,832-85.0% | $189,513-83.4% | $167,490-81.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,627 | $6,914+24.8% | $6,162+40.0% | $4,837+78.3% |
| Participant deferral / active EE | $8,278 | $8,935-7.4% | $8,221+0.7% | $6,341+30.5% |
| Admin fee / account holder | $182 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |