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 | $12,816 | $84,233-84.8% | $170,442-92.5% | $70,131-81.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 23.06%-6.1pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,139 | $3,387-36.8% | $5,433-60.6% | $2,342-8.7% |
| Participant deferral / active EE | $1,604 | $3,086-48.0% | $4,939-67.5% | $3,332-51.9% |
| Admin fee / account holder | $236 | $5,698-95.9% | $13,880-98.3% | $4,645-94.9% |