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 5-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 | $10,089 | $94,752-89.4% | $112,887-91.1% | $139,434-92.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 35.50% | 40.88%-5.4pp | 34.10%+1.4pp | 372.94%-337.4pp |
| Employer contribution / active EE | $1,768 | $4,625-61.8% | $4,563-61.3% | $4,751-62.8% |
| Participant deferral / active EE | $4,177 | $6,512-35.9% | $6,513-35.9% | $6,710-37.8% |
| Admin fee / account holder | $268 | $8,527-96.9% | $7,047-96.2% | $11,403-97.6% |