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 6-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 | $11,292 | $81,460-86.1% | $103,333-89.1% | $80,856-86.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.64% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,128 | $3,105-63.7% | $3,868-70.8% | $2,755-59.1% |
| Participant deferral / active EE | $2,327 | $3,869-39.9% | $5,057-54.0% | $4,296-45.8% |
| Admin fee / account holder | $95 | $6,566-98.6% | $8,355-98.9% | $6,918-98.6% |