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 | $7,630 | $102,966-92.6% | $90,281-91.5% | $152,861-95.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 23.02% | 95.16%-72.1pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,460 | $3,139-53.5% | $2,854-48.8% | $4,762-69.3% |
| Participant deferral / active EE | $2,272 | $4,281-46.9% | $3,885-41.5% | $5,850-61.2% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |