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 | $10,216 | $94,529-89.2% | $140,016-92.7% | $64,186-84.1% |
| Participation rate | 91.9% | 84.1%+7.8pp | 87.5%+4.4pp | 69.6%+22.3pp |
| Annual return | 12.23% | 7.77%+4.5pp | 651.12%-638.9pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,863 | $3,812-51.1% | $5,606-66.8% | $2,381-21.7% |
| Participant deferral / active EE | $2,988 | $5,250-43.1% | $6,927-56.9% | $3,470-13.9% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |