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 | $4,972 | $77,634-93.6% | $156,549-96.8% | $62,891-92.1% |
| Participation rate | 78.1% | 71.2%+6.9pp | 84.0%-5.9pp | 69.3%+8.8pp |
| Annual return | 20.79% | 50.32%-29.5pp | 32.23%-11.4pp | 20.14%+0.7pp |
| Employer contribution / active EE | $1,010 | $3,444-70.7% | $5,501-81.6% | $2,281-55.7% |
| Participant deferral / active EE | $1,594 | $3,045-47.7% | $4,871-67.3% | $3,203-50.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |