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 | $14,571 | $181,894-92.0% | $156,549-90.7% | $273,961-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 22.63% | 30.74%-8.1pp | 32.23%-9.6pp | 41.45%-18.8pp |
| Employer contribution / active EE | $1,442 | $6,248-76.9% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $8,151 | $5,550+46.9% | $4,871+67.3% | $5,287+54.2% |
| Admin fee / account holder | $287 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |