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 | $12,697 | $107,791-88.2% | $90,645-86.0% | $135,375-90.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 3.86% | -0.90%+4.8pp | 1.88%+2.0pp | 519.73%-515.9pp |
| Employer contribution / active EE | $4,056 | $3,018+34.4% | $2,532+60.2% | $4,779-15.1% |
| Participant deferral / active EE | $1,266 | $3,872-67.3% | $3,425-63.0% | $5,609-77.4% |
| Admin fee / account holder | $180 | $5,930-97.0% | $4,994-96.4% | $10,827-98.3% |