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 6-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 | $15,981 | $155,788-89.7% | $124,672-87.2% | $167,490-90.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 24.00% | 17.97%+6.0pp | 5142.93%-5118.9pp | 478.56%-454.6pp |
| Employer contribution / active EE | $2,287 | $4,163-45.1% | $3,324-31.2% | $4,837-52.7% |
| Participant deferral / active EE | $5,658 | $5,673-0.3% | $4,614+22.6% | $6,341-10.8% |
| Admin fee / account holder | $90 | $9,531-99.1% | $7,493-98.8% | $12,309-99.3% |