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 | $15,468 | $99,079-84.4% | $77,999-80.2% | $273,961-94.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 6.17% | 217.93%-211.8pp | 425.96%-419.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,518 | $4,306-64.7% | $3,497-56.6% | $5,287-71.3% |
| Admin fee / account holder | $54 | $8,954-99.4% | $5,480-99.0% | $10,132-99.5% |