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 6-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 | $15,026 | $78,926-81.0% | $136,749-89.0% | $84,808-82.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.49% | 18.17%-2.7pp | 24.33%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,063 | $2,134-3.3% | $3,400-39.3% | $2,631-21.6% |
| Participant deferral / active EE | $1,465 | $3,168-53.8% | $4,692-68.8% | $4,212-65.2% |
| Admin fee / account holder | $138 | $6,369-97.8% | $11,386-98.8% | $7,344-98.1% |