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 | $16,021 | $93,571-82.9% | $135,903-88.2% | $75,163-78.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.45% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $4,490 | $3,537+26.9% | $4,856-7.5% | $2,670+68.2% |
| Participant deferral / active EE | $2,954 | $6,404-53.9% | $7,758-61.9% | $4,125-28.4% |
| Admin fee / account holder | $182 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |