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 | $7,807 | $103,949-92.5% | $69,182-88.7% | $273,961-97.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.42% | 35.28%-27.9pp | -21.93%+29.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,435 | $1,783+36.6% | $1,206+101.9% | $4,869-50.0% |
| Participant deferral / active EE | $1,871 | $2,716-31.1% | $1,897-1.4% | $5,287-64.6% |
| Admin fee / account holder | $125 | $3,671-96.6% | $2,697-95.4% | $10,132-98.8% |