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 | $2,216 | $108,172-98.0% | $77,482-97.1% | $158,922-98.6% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 12.23% | 31.67%-19.4pp | 54.79%-42.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $72 | $1,325-94.6% | $986-92.7% | $4,761-98.5% |
| Participant deferral / active EE | $148 | $2,456-94.0% | $1,861-92.1% | $5,982-97.5% |
| Admin fee / account holder | $1 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |