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 | $23,506 | $176,812-86.7% | $146,665-84.0% | $167,490-86.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.13% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,798 | $5,160-65.2% | $4,136-56.5% | $4,837-62.8% |
| Participant deferral / active EE | $1,990 | $6,440-69.1% | $5,506-63.9% | $6,341-68.6% |
| Admin fee / account holder | $18 | $13,259-99.9% | $10,280-99.8% | $12,309-99.9% |