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 | $18,554 | $103,376-82.1% | $87,100-78.7% | $152,861-87.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.40% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,204 | $3,220-62.6% | $2,521-52.2% | $4,762-74.7% |
| Participant deferral / active EE | $2,201 | $4,778-53.9% | $4,049-45.6% | $5,850-62.4% |
| Admin fee / account holder | $206 | $12,205-98.3% | $7,497-97.3% | $11,596-98.2% |