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 3-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 | $18,251 | $109,881-83.4% | $150,045-87.8% | $84,808-78.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.03% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,173 | $3,561-67.1% | $4,693-75.0% | $2,631-55.4% |
| Participant deferral / active EE | $3,295 | $6,636-50.3% | $7,997-58.8% | $4,212-21.8% |
| Admin fee / account holder | $247 | $8,568-97.1% | $13,435-98.2% | $7,344-96.6% |