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 | $6,166 | $89,355-93.1% | $141,162-95.6% | $72,985-91.6% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 23.52% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,040 | $3,114-66.6% | $4,735-78.0% | $2,440-57.4% |
| Participant deferral / active EE | $4,484 | $5,418-17.2% | $6,709-33.2% | $3,607+24.3% |
| Admin fee / account holder | $94 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |