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 | $10,844 | $46,732-76.8% | $156,549-93.1% | $55,167-80.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 59.14% | 17.72%+41.4pp | 32.23%+26.9pp | 169.23%-110.1pp |
| Employer contribution / active EE | $461 | $2,105-78.1% | $5,501-91.6% | $1,963-76.5% |
| Participant deferral / active EE | $756 | $2,204-65.7% | $4,871-84.5% | $3,054-75.2% |
| Admin fee / account holder | $272 | $418-35.0% | $13,027-97.9% | $504-46.0% |