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 | $15,874 | $89,753-82.3% | $107,525-85.2% | $84,808-81.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,505 | $3,113-51.7% | $3,754-59.9% | $2,631-42.8% |
| Participant deferral / active EE | $4,260 | $4,056+5.0% | $5,116-16.7% | $4,212+1.1% |
| Admin fee / account holder | $179 | $7,222-97.5% | $8,919-98.0% | $7,344-97.6% |