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 | $29,129 | $181,894-84.0% | $156,549-81.4% | $273,961-89.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $11,800 | $6,248+88.9% | $5,501+114.5% | $4,869+142.4% |
| Participant deferral / active EE | $5,851 | $5,550+5.4% | $4,871+20.1% | $5,287+10.7% |
| Admin fee / account holder | $39 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |