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 | $21,417 | $181,894-88.2% | $156,549-86.3% | $273,961-92.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.03% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $11,110 | $6,248+77.8% | $5,501+101.9% | $4,869+128.2% |
| Participant deferral / active EE | $10,918 | $5,550+96.7% | $4,871+124.1% | $5,287+106.5% |
| Admin fee / account holder | $170 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |