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 | $5,948 | $215,361-97.2% | $171,082-96.5% | $273,961-97.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.26% | 25.14%-7.9pp | 32.56%-15.3pp | 41.45%-24.2pp |
| Employer contribution / active EE | $363 | $4,967-92.7% | $4,002-90.9% | $4,869-92.5% |
| Participant deferral / active EE | $3,791 | $5,543-31.6% | $4,797-21.0% | $5,287-28.3% |
| Admin fee / account holder | $50 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |