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 | $18,039 | $113,935-84.2% | $94,224-80.9% | $125,391-85.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.45% | 5.29%-2.8pp | 10.68%-8.2pp | 282.22%-279.8pp |
| Employer contribution / active EE | $7,215 | $4,727+52.6% | $3,587+101.2% | $4,866+48.3% |
| Participant deferral / active EE | $7,269 | $5,179+40.4% | $4,320+68.3% | $5,352+35.8% |
| Admin fee / account holder | $82 | $8,391-99.0% | $6,269-98.7% | $9,540-99.1% |