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 | $13,020 | $91,538-85.8% | $129,995-90.0% | $75,163-82.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.96% | -631.11%+644.1pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,273 | $2,845-20.1% | $4,320-47.4% | $2,670-14.9% |
| Participant deferral / active EE | $2,398 | $4,341-44.8% | $5,820-58.8% | $4,125-41.9% |
| Admin fee / account holder | $169 | $6,790-97.5% | $10,614-98.4% | $5,651-97.0% |