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 | $24,459 | $140,588-82.6% | $123,104-80.1% | $125,391-80.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.18% | 16.80%-16.6pp | 13.22%-13.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,000 | $6,041-50.3% | $5,151-41.8% | $4,866-38.3% |
| Participant deferral / active EE | $14,654 | $6,980+109.9% | $6,230+135.2% | $5,352+173.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |