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 5-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 | $11,082 | $89,753-87.7% | $107,525-89.7% | $84,808-86.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.42% | 29.48%-9.1pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $966 | $3,113-69.0% | $3,754-74.3% | $2,631-63.3% |
| Participant deferral / active EE | $2,749 | $4,056-32.2% | $5,116-46.3% | $4,212-34.7% |
| Admin fee / account holder | $224 | $7,222-96.9% | $8,919-97.5% | $7,344-97.0% |