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 | $19,080 | $168,632-88.7% | $147,614-87.1% | $125,391-84.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.49% | 77.65%-77.2pp | 61.98%-61.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,463 | $6,252-76.6% | $5,564-73.7% | $4,866-69.9% |
| Participant deferral / active EE | $2,357 | $5,507-57.2% | $4,895-51.9% | $5,352-56.0% |
| Admin fee / account holder | $34 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |