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 | $32,063 | $350,135-90.8% | $129,129-75.2% | $350,135-90.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 80.0%+20.0pp | 79.0%+21.0pp |
| Annual return | 15.05% | 11.86%+3.2pp | 10.33%+4.7pp | 11.86%+3.2pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $2,123-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $1,228 | $4,976-75.3% | $5,857-79.0% | $4,976-75.3% |
| Admin fee / account holder | $51 | $23,717-99.8% | $3,024-98.3% | $23,717-99.8% |