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 | $15,445 | $181,894-91.5% | $156,549-90.1% | $273,961-94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.66% | 30.74%-17.1pp | 32.23%-18.6pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,843 | $6,248-70.5% | $5,501-66.5% | $4,869-62.1% |
| Participant deferral / active EE | $6,275 | $5,550+13.1% | $4,871+28.8% | $5,287+18.7% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |