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 | $13,209 | $185,822-92.9% | $169,993-92.2% | $139,434-90.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.46% | 60.50%-35.0pp | 53.37%-27.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,472 | $7,590-67.4% | $6,785-63.6% | $4,751-48.0% |
| Participant deferral / active EE | $4,155 | $11,622-64.3% | $10,408-60.1% | $6,710-38.1% |
| Admin fee / account holder | $68 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |