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 | $3,805 | $52,903-92.8% | $73,307-94.8% | $59,632-93.6% |
| Participation rate | 92.2% | 68.2%+24.0pp | 74.9%+17.3pp | 68.7%+23.6pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $486 | $1,909-74.5% | $3,237-85.0% | $2,203-77.9% |
| Participant deferral / active EE | $3,402 | $4,069-16.4% | $4,991-31.8% | $3,192+6.6% |
| Admin fee / account holder | $246 | $3,834-93.6% | $5,637-95.6% | $4,297-94.3% |