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 10-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 | $79,132 | $226,918-65.1% | $226,918-65.1% | $417,905-81.1% |
| Participation rate | 100.0% | 19.4%+80.6pp | 17.5%+82.5pp | 39.2%+60.8pp |
| Annual return | 20.12% | 8.93%+11.2pp | 9.49%+10.6pp | 13.91%+6.2pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $11,920 | $190+6180.5% | $359+3218.1% | $94+12559.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |