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 | $3,270 | $93,071-96.5% | $74,583-95.6% | $273,961-98.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 19.44% | 26.18%-6.7pp | 20.47%-1.0pp | 41.45%-22.0pp |
| Employer contribution / active EE | $581 | $3,160-81.6% | $2,525-77.0% | $4,869-88.1% |
| Participant deferral / active EE | $1,659 | $4,160-60.1% | $3,458-52.0% | $5,287-68.6% |
| Admin fee / account holder | $1 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |