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 | $21,710 | $102,317-78.8% | $146,958-85.2% | $80,856-73.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.07% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,868 | $3,713-22.8% | $4,933-41.9% | $2,755+4.1% |
| Participant deferral / active EE | $6,384 | $6,644-3.9% | $8,070-20.9% | $4,296+48.6% |
| Admin fee / account holder | $177 | $7,941-97.8% | $12,998-98.6% | $6,918-97.4% |