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 7-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 | $2,669 | $58,694-95.5% | $142,863-98.1% | $85,850-96.9% |
| Participation rate | 85.7% | 58.5%+27.2pp | 71.9%+13.8pp | 69.3%+16.4pp |
| Annual return | 21.19% | 27.72%-6.5pp | 5637.54%-5616.4pp | 318.53%-297.3pp |
| Employer contribution / active EE | $448 | $1,423-68.5% | $4,144-89.2% | $2,565-82.5% |
| Participant deferral / active EE | $1,584 | $2,607-39.2% | $3,837-58.7% | $3,952-59.9% |
| Admin fee / account holder | $184 | $4,239-95.7% | $6,560-97.2% | $6,260-97.1% |