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 | $4,939 | $84,233-94.1% | $170,442-97.1% | $70,131-93.0% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 39.13% | 23.06%+16.1pp | 205.93%-166.8pp | 73.14%-34.0pp |
| Employer contribution / active EE | $1,307 | $3,387-61.4% | $5,433-75.9% | $2,342-44.2% |
| Participant deferral / active EE | $1,858 | $3,086-39.8% | $4,939-62.4% | $3,332-44.2% |
| Admin fee / account holder | $81 | $5,698-98.6% | $13,880-99.4% | $4,645-98.3% |