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 | $19,391 | $165,984-88.3% | $164,813-88.2% | $145,922-86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.24% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,582 | $5,273-70.0% | $4,341-63.6% | $4,660-66.1% |
| Participant deferral / active EE | $2,587 | $6,959-62.8% | $6,031-57.1% | $6,688-61.3% |
| Admin fee / account holder | $103 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |