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 | $18,686 | $181,894-89.7% | $156,549-88.1% | $273,961-93.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.54% | 30.74%-26.2pp | 32.23%-27.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $6,172 | $6,248-1.2% | $5,501+12.2% | $4,869+26.8% |
| Participant deferral / active EE | $4,275 | $5,550-23.0% | $4,871-12.2% | $5,287-19.1% |
| Admin fee / account holder | $299 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |