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 | $13,351 | $85,202-84.3% | $172,739-92.3% | $72,985-81.7% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 124.19% | 27.32%+96.9pp | 802.84%-678.7pp | 81.00%+43.2pp |
| Employer contribution / active EE | $797 | $3,324-76.0% | $5,143-84.5% | $2,440-67.3% |
| Participant deferral / active EE | $2,082 | $3,260-36.1% | $5,198-59.9% | $3,607-42.3% |
| Admin fee / account holder | $288 | $5,884-95.1% | $13,954-97.9% | $5,124-94.4% |