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 | $15,383 | $181,894-91.5% | $156,549-90.2% | $273,961-94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.33% | 30.74%-14.4pp | 32.23%-15.9pp | 41.45%-25.1pp |
| Employer contribution / active EE | $1,497 | $6,248-76.0% | $5,501-72.8% | $4,869-69.3% |
| Participant deferral / active EE | $6,615 | $5,550+19.2% | $4,871+35.8% | $5,287+25.1% |
| Admin fee / account holder | $81 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |