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 | $14,639 | $109,881-86.7% | $150,045-90.2% | $84,808-82.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.98% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,190 | $3,561-38.5% | $4,693-53.3% | $2,631-16.8% |
| Participant deferral / active EE | $2,988 | $6,636-55.0% | $7,997-62.6% | $4,212-29.1% |
| Admin fee / account holder | $178 | $8,568-97.9% | $13,435-98.7% | $7,344-97.6% |