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 | $13,336 | $87,540-84.8% | $75,781-82.4% | $125,391-89.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 28.18% | 13.48%+14.7pp | 9.68%+18.5pp | 282.22%-254.0pp |
| Employer contribution / active EE | $941 | $3,930-76.0% | $3,323-71.7% | $4,866-80.7% |
| Participant deferral / active EE | $1,053 | $4,229-75.1% | $3,651-71.2% | $5,352-80.3% |
| Admin fee / account holder | $226 | $6,502-96.5% | $5,299-95.7% | $9,540-97.6% |