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 | $8,619 | $168,632-94.9% | $147,614-94.2% | $125,391-93.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.00% | 77.65%-76.6pp | 61.98%-61.0pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,969 | $6,252-68.5% | $5,564-64.6% | $4,866-59.5% |
| Participant deferral / active EE | $3,405 | $5,507-38.2% | $4,895-30.4% | $5,352-36.4% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |