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 | $13,130 | $214,378-93.9% | $200,582-93.5% | $142,382-90.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.01% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,097 | $6,841-69.3% | $6,419-67.3% | $4,299-51.2% |
| Participant deferral / active EE | $3,641 | $9,865-63.1% | $9,331-61.0% | $6,507-44.0% |
| Admin fee / account holder | $41 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |