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 | $14,609 | $82,664-82.3% | $125,339-88.3% | $68,494-78.7% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | 59.39% | -5.97%+65.4pp | 572.05%-512.7pp | -7.84%+67.2pp |
| Employer contribution / active EE | $817 | $3,381-75.8% | $4,814-83.0% | $2,596-68.5% |
| Participant deferral / active EE | $8,246 | $6,110+34.9% | $7,446+10.7% | $4,027+104.8% |
| Admin fee / account holder | $176 | $6,275-97.2% | $10,010-98.2% | $5,403-96.7% |