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 | $22,357 | $192,717-88.4% | $142,449-84.3% | $139,434-84.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 26.72% | 17.99%+8.7pp | 19.99%+6.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,994 | $5,806-48.4% | $4,847-38.2% | $4,751-37.0% |
| Participant deferral / active EE | $4,922 | $7,208-31.7% | $6,283-21.7% | $6,710-26.7% |
| Admin fee / account holder | $255 | $15,124-98.3% | $10,011-97.5% | $11,403-97.8% |