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 | $22,419 | $181,894-87.7% | $156,549-85.7% | $273,961-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.88% | 30.74%-25.9pp | 32.23%-27.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,028 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $2,137 | $5,550-61.5% | $4,871-56.1% | $5,287-59.6% |
| Admin fee / account holder | $16 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |