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 | $8,894 | $105,931-91.6% | $81,930-89.1% | $158,922-94.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 27.27% | 38.17%-10.9pp | 29.49%-2.2pp | 302.83%-275.6pp |
| Employer contribution / active EE | $3,013 | $7,800-61.4% | $4,310-30.1% | $4,761-36.7% |
| Participant deferral / active EE | $1,690 | $13,003-87.0% | $7,107-76.2% | $5,982-71.7% |
| Admin fee / account holder | $10 | $8,489-99.9% | $5,158-99.8% | $11,246-99.9% |