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 | $9,690 | $48,046-79.8% | $84,611-88.5% | $72,985-86.7% |
| Participation rate | 89.7% | 57.6%+32.1pp | 68.2%+21.4pp | 69.5%+20.2pp |
| Annual return | 24.16% | 37.38%-13.2pp | 258.74%-234.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $415 | $1,602-74.1% | $2,652-84.4% | $2,440-83.0% |
| Participant deferral / active EE | $1,438 | $2,680-46.4% | $3,899-63.1% | $3,607-60.1% |
| Admin fee / account holder | $100 | $3,395-97.0% | $4,912-98.0% | $5,124-98.0% |