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 | $17,546 | $111,301-84.2% | $112,977-84.5% | $158,922-89.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.96% | 26.40%-13.4pp | 24.24%-11.3pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,255 | $4,471-49.6% | $4,255-47.0% | $4,761-52.6% |
| Participant deferral / active EE | $9,885 | $5,880+68.1% | $5,836+69.4% | $5,982+65.2% |
| Admin fee / account holder | $67 | $8,392-99.2% | $6,294-98.9% | $11,246-99.4% |