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 | $27,877 | $153,772-81.9% | $133,980-79.2% | $273,961-89.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.50% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,483 | $6,029-42.2% | $5,211-33.2% | $4,869-28.5% |
| Participant deferral / active EE | $4,366 | $6,958-37.3% | $6,282-30.5% | $5,287-17.4% |
| Admin fee / account holder | $14 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |