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 | $14,024 | $99,341-85.9% | $84,750-83.5% | $273,961-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.92% | 22.93%-8.0pp | 22.78%-7.9pp | 41.45%-26.5pp |
| Employer contribution / active EE | $2,548 | $4,214-39.5% | $3,574-28.7% | $4,869-47.7% |
| Participant deferral / active EE | $2,174 | $4,269-49.1% | $3,712-41.4% | $5,287-58.9% |
| Admin fee / account holder | $160 | $6,644-97.6% | $5,332-97.0% | $10,132-98.4% |