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 | $6,385 | $48,076-86.7% | $78,689-91.9% | $62,891-89.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.19% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,749 | $2,015+36.4% | $2,851-3.6% | $2,281+20.5% |
| Participant deferral / active EE | $1,095 | $2,588-57.7% | $3,517-68.9% | $3,203-65.8% |
| Admin fee / account holder | $54 | $3,207-98.3% | $4,510-98.8% | $4,296-98.8% |