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 | $13,742 | $181,894-92.4% | $156,549-91.2% | $273,961-95.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 34.43% | 30.74%+3.7pp | 32.23%+2.2pp | 41.45%-7.0pp |
| Employer contribution / active EE | $3,167 | $6,248-49.3% | $5,501-42.4% | $4,869-34.9% |
| Participant deferral / active EE | $5,198 | $5,550-6.3% | $4,871+6.7% | $5,287-1.7% |
| Admin fee / account holder | $83 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |