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 | $13,135 | $46,869-72.0% | $122,332-89.3% | $70,131-81.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 28.40% | 24.22%+4.2pp | 30.27%-1.9pp | 73.14%-44.7pp |
| Employer contribution / active EE | $4,325 | $1,288+235.8% | $4,050+6.8% | $2,342+84.6% |
| Participant deferral / active EE | $3,921 | $2,166+81.0% | $3,287+19.3% | $3,332+17.7% |
| Admin fee / account holder | $14 | $3,322-99.6% | $5,478-99.7% | $4,645-99.7% |