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 9-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 | $1,325 | $108,172-98.8% | $77,482-98.3% | $158,922-99.2% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 23.06% | 31.67%-8.6pp | 54.79%-31.7pp | 302.83%-279.8pp |
| Employer contribution / active EE | $561 | $1,325-57.6% | $986-43.1% | $4,761-88.2% |
| Participant deferral / active EE | $634 | $2,456-74.2% | $1,861-65.9% | $5,982-89.4% |
| Admin fee / account holder | $237 | $3,708-93.6% | $2,858-91.7% | $11,246-97.9% |