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 | $2,329 | $215,361-98.9% | $171,082-98.6% | $273,961-99.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.72% | 25.14%-20.4pp | 32.56%-27.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $357 | $4,967-92.8% | $4,002-91.1% | $4,869-92.7% |
| Participant deferral / active EE | $1,005 | $5,543-81.9% | $4,797-79.1% | $5,287-81.0% |
| Admin fee / account holder | $46 | $10,846-99.6% | $8,520-99.5% | $10,132-99.5% |