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 | $9,515 | $65,685-85.5% | $57,179-83.4% | $273,961-96.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.89% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,534 | $3,279+7.8% | $2,682+31.7% | $4,869-27.4% |
| Participant deferral / active EE | $871 | $3,782-77.0% | $3,096-71.9% | $5,287-83.5% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |