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 | $7,228 | $76,367-90.5% | $93,606-92.3% | $72,985-90.1% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.5%+23.8pp |
| Annual return | 36.96% | 25.82%+11.1pp | 32.76%+4.2pp | 81.00%-44.0pp |
| Employer contribution / active EE | $1,269 | $2,275-44.2% | $2,718-53.3% | $2,440-48.0% |
| Participant deferral / active EE | $1,742 | $3,538-50.8% | $4,069-57.2% | $3,607-51.7% |
| Admin fee / account holder | $181 | $6,838-97.4% | $7,888-97.7% | $5,124-96.5% |