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 | $789 | $105,630-99.3% | $87,507-99.1% | $273,961-99.7% |
| Participation rate | 82.4% | 78.2%+4.2pp | 73.8%+8.5pp | 83.0%-0.7pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $242 | $3,141-92.3% | $2,550-90.5% | $4,869-95.0% |
| Participant deferral / active EE | $391 | $3,601-89.1% | $3,149-87.6% | $5,287-92.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |