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 7-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 | $21,420 | $149,734-85.7% | $118,925-82.0% | $158,922-86.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.10% | 19.95%-0.8pp | 35.88%-16.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,510 | $4,115-14.7% | $3,263+7.6% | $4,761-26.3% |
| Participant deferral / active EE | $3,059 | $5,223-41.4% | $4,265-28.3% | $5,982-48.9% |
| Admin fee / account holder | $2 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |