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 | $6,564 | $181,894-96.4% | $156,549-95.8% | $273,961-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 24.23% | 30.74%-6.5pp | 32.23%-8.0pp | 41.45%-17.2pp |
| Employer contribution / active EE | $2,168 | $6,248-65.3% | $5,501-60.6% | $4,869-55.5% |
| Participant deferral / active EE | $3,529 | $5,550-36.4% | $4,871-27.6% | $5,287-33.3% |
| Admin fee / account holder | $43 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |