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 | $9,210 | $84,233-89.1% | $170,442-94.6% | $70,131-86.9% |
| Participation rate | 81.4% | 70.8%+10.6pp | 83.6%-2.2pp | 69.5%+11.9pp |
| Annual return | 60.40% | 23.06%+37.3pp | 205.93%-145.5pp | 73.14%-12.7pp |
| Employer contribution / active EE | $1,385 | $3,387-59.1% | $5,433-74.5% | $2,342-40.9% |
| Participant deferral / active EE | $2,706 | $3,086-12.3% | $4,939-45.2% | $3,332-18.8% |
| Admin fee / account holder | $196 | $5,698-96.6% | $13,880-98.6% | $4,645-95.8% |