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 8-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 | $10,647 | $64,324-83.4% | $118,925-91.0% | $79,858-86.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 26.17% | 86.45%-60.3pp | 35.88%-9.7pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,072 | $1,836-41.6% | $3,263-67.1% | $2,471-56.6% |
| Participant deferral / active EE | $2,759 | $2,824-2.3% | $4,265-35.3% | $3,740-26.2% |
| Admin fee / account holder | $58 | $4,040-98.6% | $6,581-99.1% | $5,306-98.9% |