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 4-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 | $16,723 | $165,984-89.9% | $164,813-89.9% | $145,922-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.81% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,905 | $5,273-63.9% | $4,341-56.1% | $4,660-59.1% |
| Participant deferral / active EE | $5,067 | $6,959-27.2% | $6,031-16.0% | $6,688-24.2% |
| Admin fee / account holder | $117 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |