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 | $14,548 | $99,341-85.4% | $84,750-82.8% | $273,961-94.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.64% | 22.93%-13.3pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,056 | $4,214-51.2% | $3,574-42.5% | $4,869-57.8% |
| Participant deferral / active EE | $1,445 | $4,269-66.1% | $3,712-61.1% | $5,287-72.7% |
| Admin fee / account holder | $140 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |