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 | $12,319 | $228,332-94.6% | $185,823-93.4% | $158,922-92.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 27.92% | 40.80%-12.9pp | 35.95%-8.0pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,115 | $4,967-57.4% | $4,087-48.3% | $4,761-55.6% |
| Participant deferral / active EE | $2,610 | $6,415-59.3% | $5,632-53.7% | $5,982-56.4% |
| Admin fee / account holder | $80 | $11,864-99.3% | $9,500-99.2% | $11,246-99.3% |