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 | $16,940 | $118,680-85.7% | $98,907-82.9% | $158,922-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.54% | 372.35%-354.8pp | 196.43%-178.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,486 | $3,333-55.4% | $2,689-44.7% | $4,761-68.8% |
| Participant deferral / active EE | $2,113 | $5,088-58.5% | $4,244-50.2% | $5,982-64.7% |
| Admin fee / account holder | $148 | $10,131-98.5% | $6,642-97.8% | $11,246-98.7% |