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 | $10,195 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 21.12% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $654 | $3,324-80.3% | $5,143-87.3% | $2,440-73.2% |
| Participant deferral / active EE | $1,217 | $3,260-62.7% | $5,198-76.6% | $3,607-66.3% |
| Admin fee / account holder | $258 | $5,884-95.6% | $13,954-98.2% | $5,124-95.0% |