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 | $5,652 | $84,233-93.3% | $170,442-96.7% | $70,131-91.9% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 12.42% | 23.06%-10.6pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,464 | $3,387-56.8% | $5,433-73.1% | $2,342-37.5% |
| Participant deferral / active EE | $1,333 | $3,086-56.8% | $4,939-73.0% | $3,332-60.0% |
| Admin fee / account holder | $289 | $5,698-94.9% | $13,880-97.9% | $4,645-93.8% |