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 4-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 | $15,446 | $81,460-81.0% | $103,333-85.1% | $80,856-80.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 48.75% | 25.55%+23.2pp | 24.88%+23.9pp | 35.59%+13.2pp |
| Employer contribution / active EE | $3,749 | $3,105+20.7% | $3,868-3.1% | $2,755+36.1% |
| Participant deferral / active EE | $5,286 | $3,869+36.6% | $5,057+4.5% | $4,296+23.1% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |