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 | $12,891 | $817,678-98.4% | $392,568-96.7% | $152,861-91.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 29.56% | 22.84%+6.7pp | 24.42%+5.1pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,243 | $5,502-77.4% | $3,783-67.1% | $4,762-73.9% |
| Participant deferral / active EE | $2,942 | $8,398-65.0% | $5,985-50.9% | $5,850-49.7% |
| Admin fee / account holder | $47 | $12,095-99.6% | $6,260-99.2% | $11,596-99.6% |