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 | $11,560 | $181,894-93.6% | $156,549-92.6% | $273,961-95.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.44% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $2,076 | $6,248-66.8% | $5,501-62.3% | $4,869-57.4% |
| Participant deferral / active EE | $3,616 | $5,550-34.8% | $4,871-25.8% | $5,287-31.6% |
| Admin fee / account holder | $58 | $15,559-99.6% | $13,027-99.6% | $10,132-99.4% |