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 | $27,636 | $181,894-84.8% | $156,549-82.3% | $273,961-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.68% | 30.74%-27.1pp | 32.23%-28.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,323 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $2,888 | $5,550-48.0% | $4,871-40.7% | $5,287-45.4% |
| Admin fee / account holder | $145 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |