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 3-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 | $16,713 | $201,272-91.7% | $184,203-90.9% | $145,922-88.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.30% | 29.00%-4.7pp | 28.81%-4.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $6,044 | $7,022-13.9% | $6,427-6.0% | $4,660+29.7% |
| Participant deferral / active EE | $3,130 | $9,806-68.1% | $9,131-65.7% | $6,688-53.2% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |