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 | $10,861 | $45,073-75.9% | $69,455-84.4% | $72,985-85.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.94% | 22.65%-1.7pp | 28.97%-8.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $790 | $2,054-61.5% | $2,779-71.6% | $2,440-67.6% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $62 | $3,056-98.0% | $3,839-98.4% | $5,124-98.8% |