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 | $6,967 | $103,949-93.3% | $69,182-89.9% | $273,961-97.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.80% | 35.28%-24.5pp | -21.93%+32.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $807 | $1,783-54.8% | $1,206-33.1% | $4,869-83.4% |
| Participant deferral / active EE | $3,824 | $2,716+40.8% | $1,897+101.6% | $5,287-27.7% |
| Admin fee / account holder | $21 | $3,671-99.4% | $2,697-99.2% | $10,132-99.8% |