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 | $28,818 | $95,803-69.9% | $113,168-74.5% | $84,808-66.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,594 | $2,360+9.9% | $2,975-12.8% | $2,631-1.4% |
| Participant deferral / active EE | $1,960 | $4,242-53.8% | $5,107-61.6% | $4,212-53.5% |
| Admin fee / account holder | $209 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |