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 | $3,520 | $48,076-92.7% | $78,689-95.5% | $62,891-94.4% |
| Participation rate | 82.6% | 65.2%+17.4pp | 73.6%+9.0pp | 69.3%+13.3pp |
| Annual return | 119.56% | 31.35%+88.2pp | 62.18%+57.4pp | 20.14%+99.4pp |
| Employer contribution / active EE | $433 | $2,015-78.5% | $2,851-84.8% | $2,281-81.0% |
| Participant deferral / active EE | $946 | $2,588-63.4% | $3,517-73.1% | $3,203-70.5% |
| Admin fee / account holder | $121 | $3,207-96.2% | $4,510-97.3% | $4,296-97.2% |