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 | $14,142 | $103,376-86.3% | $87,100-83.8% | $152,861-90.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.91% | 28.10%-2.2pp | 28.19%-2.3pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,890 | $3,220-41.3% | $2,521-25.0% | $4,762-60.3% |
| Participant deferral / active EE | $3,519 | $4,778-26.3% | $4,049-13.1% | $5,850-39.8% |
| Admin fee / account holder | $65 | $12,205-99.5% | $7,497-99.1% | $11,596-99.4% |