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 | $8,988 | $85,766-89.5% | $136,294-93.4% | $70,131-87.2% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 29.11% | 31.45%-2.3pp | 5155.94%-5126.8pp | 73.14%-44.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,788 | $5,051-25.0% | $6,247-39.4% | $3,332+13.7% |
| Admin fee / account holder | $223 | $5,420-95.9% | $9,243-97.6% | $4,645-95.2% |