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 | $10,784 | $105,630-89.8% | $87,507-87.7% | $273,961-96.1% |
| Participation rate | 70.0% | 78.2%-8.2pp | 73.8%-3.8pp | 83.0%-13.0pp |
| Annual return | 59.08% | 12.25%+46.8pp | 12.21%+46.9pp | 41.45%+17.6pp |
| Employer contribution / active EE | $1,491 | $3,141-52.5% | $2,550-41.5% | $4,869-69.4% |
| Participant deferral / active EE | $1,583 | $3,601-56.0% | $3,149-49.7% | $5,287-70.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |