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 | $22,153 | $127,777-82.7% | $106,548-79.2% | $167,490-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.52% | 33.87%-21.3pp | 26.80%-14.3pp | 478.56%-466.0pp |
| Employer contribution / active EE | $869 | $3,427-74.6% | $2,819-69.2% | $4,837-82.0% |
| Participant deferral / active EE | $2,286 | $5,087-55.1% | $4,398-48.0% | $6,341-64.0% |
| Admin fee / account holder | $74 | $11,228-99.3% | $7,407-99.0% | $12,309-99.4% |