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 | $13,759 | $96,557-85.8% | $80,975-83.0% | $273,961-95.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.00% | 15.14%-9.1pp | 17.10%-11.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,124 | $4,868-56.4% | $3,714-42.8% | $4,869-56.4% |
| Participant deferral / active EE | $4,457 | $6,598-32.4% | $5,696-21.8% | $5,287-15.7% |
| Admin fee / account holder | $115 | $7,492-98.5% | $5,516-97.9% | $10,132-98.9% |