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 | $19,979 | $185,822-89.2% | $169,993-88.2% | $139,434-85.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.43% | 60.50%-44.1pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,169 | $7,590-58.2% | $6,785-53.3% | $4,751-33.3% |
| Participant deferral / active EE | $4,957 | $11,622-57.3% | $10,408-52.4% | $6,710-26.1% |
| Admin fee / account holder | $286 | $15,381-98.1% | $12,815-97.8% | $11,403-97.5% |