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 | $12,080 | $87,540-86.2% | $75,781-84.1% | $125,391-90.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.28% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,441 | $3,930-37.9% | $3,323-26.5% | $4,866-49.8% |
| Participant deferral / active EE | $2,141 | $4,229-49.4% | $3,651-41.4% | $5,352-60.0% |
| Admin fee / account holder | $56 | $6,502-99.1% | $5,299-98.9% | $9,540-99.4% |